Mountain Capital Investment Advisors’s Novartis NVS Stock Holding History

Mountain Capital Investment Advisors’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 Q2	–	Sell	-9,095	Closed	-$788K	–	137
2021 Q1	$788K	Buy	9,095 +5,080	+127%	+$456K	0.4%	94
2020 Q4	$379K	Sell	4,015 -94	-2%	-$8.21K	0.23%	114
2020 Q3	$363K	Buy	+4,109	New	+$356K	0.23%	85
2017 Q4	–	Sell	-201	Closed	-$15K	–	301
2017 Q3	$15K	Sell	201 -33	-14%	-$2.49K	0.01%	222
2017 Q2	$18K	Buy	+234	New	+$16.6K	0.02%	228

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

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

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

Mountain Capital Investment Advisors's NVS Position: Q2 2021 in Review

Mountain Capital Investment Advisors sold out of Novartis (NVS) in Q2 2021, closing a stake of 9,095 shares — an estimated $788K sold.

Mountain Capital Investment Advisors first reported a position in NVS in Q2 2017 and held it in 5 quarters. The position peaked at $788K in Q1 2021. 1,120 funds tracked by Wall St. Rank hold NVS as of Q2 2021.

Mountain Capital Investment Advisors reported no remaining Novartis position as of Q2 2021 after selling out during the quarter.
Mountain Capital Investment Advisors sold 9,095 Novartis shares in Q2 2021, an estimated $788K.
Mountain Capital Investment Advisors first reported a position in Novartis in Q2 2017 and held it in 5 quarters.
Mountain Capital Investment Advisors's Novartis position peaked at $788K in Q1 2021.
1,120 funds tracked by Wall St. Rank held Novartis as of Q2 2021.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2021, filed 9 Jul 2021.