Nachman Norwood & Parrott’s Novartis NVS Stock Holding History

Nachman Norwood & Parrott’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	$465K	Sell	5,093 -429	-8%	-$38.2K	0.05%	191
2021 Q1	$472K	Sell	5,522 -42	-0.8%	-$3.77K	0.05%	185
2020 Q4	$525K	Sell	5,564 -44	-0.8%	-$3.85K	0.06%	170
2020 Q3	$488K	Sell	5,608 -98	-2%	-$8.49K	0.07%	161
2020 Q2	$498K	Hold	5,706	–	–	0.08%	151
2020 Q1	$470K	Buy	5,706 +129	+2%	+$11.5K	0.09%	141
2019 Q4	$528K	Sell	5,577 -111	-2%	-$9.96K	0.09%	150
2019 Q3	$494K	Sell	5,688 -11	-0.2%	-$988	0.09%	153
2019 Q2	$520K	Sell	5,699 -703	-11%	-$59.5K	0.09%	147
2019 Q1	$552K	Buy	6,402 +99	+2%	+$7.95K	0.1%	138
2018 Q4	$485K	Buy	+6,303	New	+$491K	0.1%	141

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

Nachman Norwood & Parrott's NVS Position: Q2 2021 in Review

Nachman Norwood & Parrott reduced its Novartis (NVS) stake by 7.8% in Q2 2021, selling an estimated $38.2K and leaving 5,093 shares worth $465K. The position accounts for 0.05% of the portfolio, ranked #191.

Nachman Norwood & Parrott first reported a position in NVS in Q4 2018 and has held it in 11 quarters since. The position peaked at $552K in Q1 2019. 1,120 funds tracked by Wall St. Rank hold NVS as of Q2 2021.

Nachman Norwood & Parrott held 5,093 shares of Novartis worth $465K as of Q2 2021.
Nachman Norwood & Parrott sold 429 Novartis shares in Q2 2021, an estimated $38.2K.
Novartis made up 0.05% of Nachman Norwood & Parrott's portfolio in Q2 2021, its #191 holding.
Nachman Norwood & Parrott first reported a position in Novartis in Q4 2018 and has held it in 11 quarters since.
Nachman Norwood & Parrott's Novartis position peaked at $552K in Q1 2019.
1,120 funds tracked by Wall St. Rank held Novartis as of Q2 2021.

Based on Nachman Norwood & Parrott's 13F filing for Q2 2021, filed 13 Aug 2021.