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Menora Mivtachim Holdings’s Novartis NVS Stock Holding History

Menora Mivtachim Holdings’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
2017
Q1 		– Sell
-2,784
Closed -$182K – 101
2016
Q4 		$182K Buy
+2,784
New +$181K 0.01% 78

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Menora Mivtachim Holdings's NVS Position: Q1 2017 in Review

Menora Mivtachim Holdings sold out of Novartis (NVS) in Q1 2017, closing a stake of 2,784 shares — an estimated $182K sold.

Menora Mivtachim Holdings first reported a position in NVS in Q4 2016 and held it in 1 quarter. The position peaked at $182K in Q4 2016. 909 funds tracked by Wall St. Rank hold NVS as of Q1 2017.

  • Menora Mivtachim Holdings reported no remaining Novartis position as of Q1 2017 after selling out during the quarter.
  • Menora Mivtachim Holdings sold 2,784 Novartis shares in Q1 2017, an estimated $182K.
  • Menora Mivtachim Holdings first reported a position in Novartis in Q4 2016 and held it in 1 quarter.
  • Menora Mivtachim Holdings's Novartis position peaked at $182K in Q4 2016.
  • 909 funds tracked by Wall St. Rank held Novartis as of Q1 2017.

Based on Menora Mivtachim Holdings's 13F filing for Q1 2017, filed 9 May 2017.