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Michael B. Elefante’s Novartis NVS Stock Holding History

Michael B. Elefante’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
2014
Q4 		$3.07M Sell
37,012
-63,216
-63% -$5.24M 3.36% 4
2014
Q3 		$8.46M Sell
100,228
-56
-0.1% -$4.53K 3.65% 4
2014
Q2 		$8.13M Sell
100,284
-4,369
-4% -$344K 3.4% 4
2014
Q1 		$7.97M Buy
104,653
+2,478
+2% +$181K 3.45% 2
2013
Q4 		$7.36M Sell
102,175
-3,404
-3% -$237K 3.39% 5
2013
Q3 		$7.26M Sell
105,579
-910
-0.9% -$60.2K 3.64% 3
2013
Q2 		$6.75M Buy
+106,489
New +$6.93M 3.66% 3

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Michael B. Elefante's NVS Position: Q4 2014 in Review

Michael B. Elefante reduced its Novartis (NVS) stake by 63% in Q4 2014, selling an estimated $5.24M and leaving 37,012 shares worth $3.07M. The position accounts for 3.36% of the portfolio, ranked #4.

Michael B. Elefante first reported a position in NVS in Q2 2013 and has held it in 7 quarters since. The position peaked at $8.46M in Q3 2014. 919 funds tracked by Wall St. Rank hold NVS as of Q4 2014.

  • Michael B. Elefante held 37,012 shares of Novartis worth $3.07M as of Q4 2014.
  • Michael B. Elefante sold 63,216 Novartis shares in Q4 2014, an estimated $5.24M.
  • Novartis made up 3.36% of Michael B. Elefante's portfolio in Q4 2014, its #4 holding.
  • Michael B. Elefante first reported a position in Novartis in Q2 2013 and has held it in 7 quarters since.
  • Michael B. Elefante's Novartis position peaked at $8.46M in Q3 2014.
  • 919 funds tracked by Wall St. Rank held Novartis as of Q4 2014.

Based on Michael B. Elefante's 13F filing for Q4 2014, filed 13 Feb 2015.