Maple Capital Management’s Novartis NVS Stock Holding History

Maple Capital Management’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
2020 Q1	–	Sell	-2,290	Closed	-$217K	–	116
2019 Q4	$217K	Buy	+2,290	New	+$205K	0.04%	117
2019 Q3	–	Sell	-2,250	Closed	-$205K	–	125
2019 Q2	$205K	Sell	2,250 -655	-23%	-$55.4K	0.05%	118
2019 Q1	$250K	Buy	+2,905	New	+$233K	0.06%	108
2016 Q4	–	Sell	-2,841	Closed	-$201K	–	128
2016 Q3	$201K	Buy	+2,841	New	+$207K	0.07%	123
2016 Q1	–	Sell	-2,618	Closed	-$202K	–	127
2015 Q4	$202K	Hold	2,618	–	–	0.07%	122
2015 Q3	$216K	Sell	2,618 -99	-4%	-$8.81K	0.08%	119
2015 Q2	$239K	Buy	2,717 +334	+14%	+$30.6K	0.08%	113
2015 Q1	$211K	Buy	+2,383	New	+$211K	0.07%	119

Other funds holding NVS

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Maple Capital Management's NVS Position: Q1 2020 in Review

Maple Capital Management sold out of Novartis (NVS) in Q1 2020, closing a stake of 2,290 shares — an estimated $217K sold.

Maple Capital Management first reported a position in NVS in Q1 2015 and held it in 8 quarters. The position peaked at $250K in Q1 2019. 1,132 funds tracked by Wall St. Rank hold NVS as of Q1 2020.

Maple Capital Management reported no remaining Novartis position as of Q1 2020 after selling out during the quarter.
Maple Capital Management sold 2,290 Novartis shares in Q1 2020, an estimated $217K.
Maple Capital Management first reported a position in Novartis in Q1 2015 and held it in 8 quarters.
Maple Capital Management's Novartis position peaked at $250K in Q1 2019.
1,132 funds tracked by Wall St. Rank held Novartis as of Q1 2020.

Based on Maple Capital Management's 13F filing for Q1 2020, filed 14 May 2020.