Neuburgh Advisers’s Novartis NVS Stock Holding History

Neuburgh Advisers’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
2019 Q3	$2.38M	Buy	27,336 +2,822	+12%	+$253K	0.07%	200
2019 Q2	$2.24M	Buy	24,514 +11,461	+88%	+$970K	0.07%	207
2019 Q1	$1.13M	Buy	13,053 +3,377	+35%	+$271K	0.04%	279
2018 Q4	$744K	Sell	9,676 -17,454	-64%	-$1.36M	0.03%	318
2018 Q3	$2.09M	Buy	27,130 +1,480	+6%	+$109K	0.07%	205
2018 Q2	$1.74M	Buy	25,650 +2,959	+13%	+$204K	0.06%	230
2018 Q1	$1.64M	Buy	22,691 +2,581	+13%	+$196K	0.06%	209
2017 Q4	$1.51M	Hold	20,110	–	–	0.05%	227
2017 Q3	$1.55M	Hold	20,110	–	–	0.06%	218
2017 Q2	$1.5M	Hold	20,110	–	–	0.06%	217
2017 Q1	$1.34M	Hold	20,110	–	–	0.05%	236
2016 Q4	$1.31M	Buy	+20,110	New	+$1.3M	0.06%	205

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Neuburgh Advisers's NVS Position: Q3 2019 in Review

Neuburgh Advisers increased its Novartis (NVS) stake by 12% in Q3 2019, buying an estimated $253K and bringing the position to 27,336 shares worth $2.38M. The position accounts for 0.07% of the portfolio, ranked #200.

Neuburgh Advisers first reported a position in NVS in Q4 2016 and has held it in 12 quarters since. 1,090 funds tracked by Wall St. Rank hold NVS as of Q3 2019.

Neuburgh Advisers held 27,336 shares of Novartis worth $2.38M as of Q3 2019.
Neuburgh Advisers bought 2,822 Novartis shares in Q3 2019, an estimated $253K.
Novartis made up 0.07% of Neuburgh Advisers's portfolio in Q3 2019, its #200 holding.
Neuburgh Advisers first reported a position in Novartis in Q4 2016 and has held it in 12 quarters since.
1,090 funds tracked by Wall St. Rank held Novartis as of Q3 2019.

Based on Neuburgh Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.