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Nancy B. Gardiner’s Novartis NVS Stock Holding History

Nancy B. Gardiner’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
Q2 		$1.38M Buy
15,844
+339
+2% +$29.3K 2.29% 14
2020
Q1 		$1.28M Sell
15,505
-985
-6% -$87.9K 2.57% 12
2019
Q4 		$1.56M Sell
16,490
-10
-0.1% -$897 2.5% 14
2019
Q3 		$1.43M Sell
16,500
-350
-2% -$31.4K 2.43% 15
2019
Q2 		$1.54M Sell
16,850
-2,267
-12% -$192K 2.51% 12
2019
Q1 		$1.65M Buy
19,117
+374
+2% +$30K 2.82% 11
2018
Q4 		$1.44M Sell
18,743
-1,044
-5% -$81.3K 2.93% 9
2018
Q3 		$1.53M Buy
19,787
+5,424
+38% +$401K 2.68% 12
2018
Q2 		$973K Buy
14,363
+519
+4% +$35.8K 2.89% 13
2018
Q1 		$1M Sell
13,844
-290
-2% -$22.1K 3% 13
2017
Q4 		$1.06M Sell
14,134
-8,465
-37% -$639K 2.96% 13
2017
Q3 		$1.74M Buy
22,599
+1,322
+6% +$99.8K 3.23% 12
2017
Q2 		$1.59M Buy
21,277
+2,841
+15% +$201K 3.23% 11
2017
Q1 		$1.23M Buy
18,436
+1,015
+6% +$67.6K 2.83% 12
2016
Q4 		$1.14M Buy
17,421
+498
+3% +$32.3K 2.89% 12
2016
Q3 		$1.2M Buy
16,923
+5,685
+51% +$414K 3.07% 11
2016
Q2 		$832K Buy
11,238
+2,059
+22% +$142K 2.67% 12
2016
Q1 		$596K Buy
9,179
+988
+12% +$67.2K 2.57% 12
2015
Q4 		$632K Buy
+8,191
New +$651K 3.07% 12

Other funds holding NVS

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Nancy B. Gardiner's NVS Position: Q2 2020 in Review

Nancy B. Gardiner increased its Novartis (NVS) stake by 2.2% in Q2 2020, buying an estimated $29.3K and bringing the position to 15,844 shares worth $1.38M. The position accounts for 2.29% of the portfolio, ranked #14.

Nancy B. Gardiner first reported a position in NVS in Q4 2015 and has held it in 19 quarters since. The position peaked at $1.74M in Q3 2017. 1,129 funds tracked by Wall St. Rank hold NVS as of Q2 2020.

  • Nancy B. Gardiner held 15,844 shares of Novartis worth $1.38M as of Q2 2020.
  • Nancy B. Gardiner bought 339 Novartis shares in Q2 2020, an estimated $29.3K.
  • Novartis made up 2.29% of Nancy B. Gardiner's portfolio in Q2 2020, its #14 holding.
  • Nancy B. Gardiner first reported a position in Novartis in Q4 2015 and has held it in 19 quarters since.
  • Nancy B. Gardiner's Novartis position peaked at $1.74M in Q3 2017.
  • 1,129 funds tracked by Wall St. Rank held Novartis as of Q2 2020.

Based on Nancy B. Gardiner's 13F filing for Q2 2020, filed 28 Jul 2020.