MACRO Consulting Group’s Novartis NVS Stock Holding History

MACRO Consulting Group’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
2021 Q2	$2.03M	Buy	22,310 +2,239	+11%	+$199K	1.05%	39
2021 Q1	$1.72M	Buy	20,071 +69	+0.3%	+$6.19K	0.93%	44
2020 Q4	$1.89M	Buy	20,002 +394	+2%	+$34.4K	1.09%	34
2020 Q3	$1.53M	Sell	19,608 -46	-0.2%	-$3.98K	1.01%	36
2020 Q2	$1.72M	Sell	19,654 -62	-0.3%	-$5.35K	1.19%	31
2020 Q1	$1.67M	Buy	19,716 +373	+2%	+$33.3K	1.28%	26
2019 Q4	$1.83M	Buy	19,343 +952	+5%	+$85.4K	1.44%	29
2019 Q3	$1.6M	Buy	18,391 +235	+1%	+$21.1K	1.36%	32
2019 Q2	$1.65M	Sell	18,156 -1,522	-8%	-$129K	1.42%	29
2019 Q1	$1.7M	Sell	19,678 -1,025	-5%	-$82.3K	1.63%	19
2018 Q4	$1.59M	Buy	+20,703	New	+$1.61M	1.56%	20

Other funds holding NVS

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MACRO Consulting Group's NVS Position: Q2 2021 in Review

MACRO Consulting Group increased its Novartis (NVS) stake by 11% in Q2 2021, buying an estimated $199K and bringing the position to 22,310 shares worth $2.03M. The position accounts for 1.05% of the portfolio, ranked #39.

MACRO Consulting Group first reported a position in NVS in Q4 2018 and has held it in 11 quarters since. 1,120 funds tracked by Wall St. Rank hold NVS as of Q2 2021.

MACRO Consulting Group held 22,310 shares of Novartis worth $2.03M as of Q2 2021.
MACRO Consulting Group bought 2,239 Novartis shares in Q2 2021, an estimated $199K.
Novartis made up 1.05% of MACRO Consulting Group's portfolio in Q2 2021, its #39 holding.
MACRO Consulting Group first reported a position in Novartis in Q4 2018 and has held it in 11 quarters since.
1,120 funds tracked by Wall St. Rank held Novartis as of Q2 2021.

Based on MACRO Consulting Group's 13F filing for Q2 2021, filed 16 Aug 2021.