Miles Capital’s Novartis NVS Stock Holding History

Miles Capital’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	$258K	Sell	3,133 -163	-5%	-$14.5K	0.28%	93
2019 Q4	$312K	Sell	3,296 -39	-1%	-$3.5K	0.25%	101
2019 Q3	$290K	Buy	3,335 +10	+0.3%	+$898	0.24%	111
2019 Q2	$304K	Sell	3,325 -669	-17%	-$56.6K	0.25%	105
2019 Q1	$344K	Buy	3,994 +56	+1%	+$4.5K	0.3%	87
2018 Q4	$303K	Buy	3,938 +309	+9%	+$24.1K	0.3%	93
2018 Q3	$280K	Hold	3,629	–	–	0.23%	118
2018 Q2	$246K	Sell	3,629 -2,953	-45%	-$204K	0.15%	145
2018 Q1	$477K	Buy	6,582 +678	+11%	+$51.6K	0.26%	68
2017 Q4	$444K	Hold	5,904	–	–	0.26%	66
2017 Q3	$454K	Hold	5,904	–	–	0.26%	63
2017 Q2	$442K	Hold	5,904	–	–	0.24%	71
2017 Q1	$393K	Hold	5,904	–	–	0.22%	73
2016 Q4	$385K	Buy	5,904 +1,105	+23%	+$71.7K	0.24%	65
2016 Q3	$340K	Buy	+4,799	New	+$350K	0.23%	70

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

Miles Capital's NVS Position: Q1 2020 in Review

Miles Capital reduced its Novartis (NVS) stake by 4.9% in Q1 2020, selling an estimated $14.5K and leaving 3,133 shares worth $258K. The position accounts for 0.28% of the portfolio, ranked #93.

Miles Capital first reported a position in NVS in Q3 2016 and has held it in 15 quarters since. The position peaked at $477K in Q1 2018. 1,132 funds tracked by Wall St. Rank hold NVS as of Q1 2020.

Miles Capital held 3,133 shares of Novartis worth $258K as of Q1 2020.
Miles Capital sold 163 Novartis shares in Q1 2020, an estimated $14.5K.
Novartis made up 0.28% of Miles Capital's portfolio in Q1 2020, its #93 holding.
Miles Capital first reported a position in Novartis in Q3 2016 and has held it in 15 quarters since.
Miles Capital's Novartis position peaked at $477K in Q1 2018.
1,132 funds tracked by Wall St. Rank held Novartis as of Q1 2020.

Based on Miles Capital's 13F filing for Q1 2020, filed 13 May 2020.