Meristem Family Wealth’s Novartis NVS Stock Holding History

Meristem Family Wealth’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 Q3	–	Sell	-2,321	Closed	-$203K	–	207
2020 Q2	$203K	Buy	+2,321	New	+$200K	0.06%	180
2020 Q1	–	Sell	-2,381	Closed	-$225K	–	202
2019 Q4	$225K	Sell	2,381 -70	-3%	-$6.28K	0.06%	176
2019 Q3	$213K	Buy	+2,451	New	+$220K	0.06%	177
2018 Q3	–	Sell	-3,210	Closed	-$217K	–	152
2018 Q2	$217K	Sell	3,210 -52	-2%	-$3.59K	0.08%	126
2018 Q1	$236K	Buy	+3,262	New	+$248K	0.08%	117

Other funds holding NVS

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Meristem Family Wealth's NVS Position: Q3 2020 in Review

Meristem Family Wealth sold out of Novartis (NVS) in Q3 2020, closing a stake of 2,321 shares — an estimated $203K sold.

Meristem Family Wealth first reported a position in NVS in Q1 2018 and held it in 5 quarters. The position peaked at $236K in Q1 2018. 1,118 funds tracked by Wall St. Rank hold NVS as of Q3 2020.

Meristem Family Wealth reported no remaining Novartis position as of Q3 2020 after selling out during the quarter.
Meristem Family Wealth sold 2,321 Novartis shares in Q3 2020, an estimated $203K.
Meristem Family Wealth first reported a position in Novartis in Q1 2018 and held it in 5 quarters.
Meristem Family Wealth's Novartis position peaked at $236K in Q1 2018.
1,118 funds tracked by Wall St. Rank held Novartis as of Q3 2020.

Based on Meristem Family Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.