Manchester Financial’s Novartis NVS Stock Holding History

Manchester Financial’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	–	Sell	-494	Closed	-$42K	–	454
2021 Q1	$42K	Hold	494	–	–	0.02%	200
2020 Q4	$47K	Hold	494	–	–	0.03%	161
2020 Q3	$43K	Hold	494	–	–	0.03%	146
2020 Q2	$43K	Hold	494	–	–	0.03%	138
2020 Q1	$41K	Sell	494 -257	-34%	-$22.9K	0.03%	131
2019 Q4	$71K	Buy	+751	New	+$67.4K	0.03%	113
2019 Q3	–	Sell	-494	Closed	-$45K	–	309
2019 Q2	$45K	Buy	+494	New	+$41.8K	0.02%	151

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

Manchester Financial's NVS Position: Q2 2021 in Review

Manchester Financial sold out of Novartis (NVS) in Q2 2021, closing a stake of 494 shares — an estimated $42K sold.

Manchester Financial first reported a position in NVS in Q2 2019 and held it in 7 quarters. The position peaked at $71K in Q4 2019. 1,119 funds tracked by Wall St. Rank hold NVS as of Q2 2021.

Manchester Financial reported no remaining Novartis position as of Q2 2021 after selling out during the quarter.
Manchester Financial sold 494 Novartis shares in Q2 2021, an estimated $42K.
Manchester Financial first reported a position in Novartis in Q2 2019 and held it in 7 quarters.
Manchester Financial's Novartis position peaked at $71K in Q4 2019.
1,119 funds tracked by Wall St. Rank held Novartis as of Q2 2021.

Based on Manchester Financial's 13F filing for Q2 2021, filed 21 Jul 2021.