Mission Creek Capital Partners’s Novartis NVS Stock Holding History

Mission Creek Capital Partners’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
2021 Q1	–	Sell	-2,223	Closed	-$210K	–	235
2020 Q4	$210K	Sell	2,223 -75	-3%	-$6.55K	0.06%	200
2020 Q3	$200K	Sell	2,298 -150	-6%	-$13K	0.08%	198
2020 Q2	$214K	Sell	2,448 -100	-4%	-$8.63K	0.11%	161
2020 Q1	$210K	Buy	2,548 +5	+0.2%	+$446	0.11%	156
2019 Q4	$241K	Buy	+2,543	New	+$228K	0.11%	173

Other funds holding NVS

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Mission Creek Capital Partners's NVS Position: Q1 2021 in Review

Mission Creek Capital Partners sold out of Novartis (NVS) in Q1 2021, closing a stake of 2,223 shares — an estimated $210K sold.

Mission Creek Capital Partners first reported a position in NVS in Q4 2019 and held it in 5 quarters. The position peaked at $241K in Q4 2019. 1,135 funds tracked by Wall St. Rank hold NVS as of Q1 2021.

Mission Creek Capital Partners reported no remaining Novartis position as of Q1 2021 after selling out during the quarter.
Mission Creek Capital Partners sold 2,223 Novartis shares in Q1 2021, an estimated $210K.
Mission Creek Capital Partners first reported a position in Novartis in Q4 2019 and held it in 5 quarters.
Mission Creek Capital Partners's Novartis position peaked at $241K in Q4 2019.
1,135 funds tracked by Wall St. Rank held Novartis as of Q1 2021.

Based on Mission Creek Capital Partners's 13F filing for Q1 2021, filed 14 May 2021.