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LS Investment Advisors’s Novartis NVS Stock Holding History

LS Investment Advisors’s Portfolio NVS Stock Details NVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,272
Closed -$98K – 1806
2018
Q3 		$98K Hold
1,272
– – 0.01% 1135
2018
Q2 		$86K Hold
1,272
– – 0.01% 1176
2018
Q1 		$92K Hold
1,272
– – 0.01% 1134
2017
Q4 		$96K Sell
1,272
-776
-38% -$58.6K 0.01% 1143
2017
Q3 		$158K Sell
2,048
-502
-20% -$37.9K 0.01% 1032
2017
Q2 		$191K Hold
2,550
– – 0.01% 906
2017
Q1 		$170K Hold
2,550
– – 0.01% 915
2016
Q4 		$166K Sell
2,550
-558
-18% -$36.2K 0.01% 883
2016
Q3 		$220K Hold
3,108
– – 0.02% 717
2016
Q2 		$230K Buy
3,108
+1,027
+49% +$71K 0.02% 690
2016
Q1 		$135K Sell
2,081
-97,403
-98% -$6.63M 0.01% 761
2015
Q4 		$7.67M Sell
99,484
-1,017
-1% -$80.8K 0.59% 44
2015
Q3 		$8.28M Sell
100,501
-4,102
-4% -$365K 0.67% 38
2015
Q2 		$9.22M Sell
104,603
-3,710
-3% -$340K 0.68% 37
2015
Q1 		$9.57M Sell
108,313
-5,482
-5% -$486K 0.73% 38
2014
Q4 		$9.45M Buy
113,795
+393
+0.3% +$32.6K 0.77% 37
2014
Q3 		$9.56M Sell
113,402
-6,182
-5% -$500K 0.82% 35
2014
Q2 		$9.7M Sell
119,584
-14,424
-11% -$1.13M 0.83% 35
2014
Q1 		$10.2M Sell
134,008
-1,190
-0.9% -$86.7K 0.84% 36
2013
Q4 		$9.74M Sell
135,198
-3,180
-2% -$221K 0.88% 39
2013
Q3 		$9.51M Sell
138,378
-6,479
-4% -$429K 1.14% 34
2013
Q2 		$9.18M Buy
+144,857
New +$9.42M 1.18% 35

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

LS Investment Advisors's NVS Position: Q4 2018 in Review

LS Investment Advisors sold out of Novartis (NVS) in Q4 2018, closing a stake of 1,272 shares — an estimated $98K sold.

LS Investment Advisors first reported a position in NVS in Q2 2013 and held it in 22 quarters. The position peaked at $10.2M in Q1 2014. 1,088 funds tracked by Wall St. Rank hold NVS as of Q4 2018.

  • LS Investment Advisors reported no remaining Novartis position as of Q4 2018 after selling out during the quarter.
  • LS Investment Advisors sold 1,272 Novartis shares in Q4 2018, an estimated $98K.
  • LS Investment Advisors first reported a position in Novartis in Q2 2013 and held it in 22 quarters.
  • LS Investment Advisors's Novartis position peaked at $10.2M in Q1 2014.
  • 1,088 funds tracked by Wall St. Rank held Novartis as of Q4 2018.

Based on LS Investment Advisors's 13F filing for Q4 2018, filed 1 Feb 2019.