Nexthera Capital’s Novartis NVS Stock Holding History

Nexthera Capital’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 Q2	–	Sell	-50,587	Closed	-$3.83M	–	29
2019 Q1	$3.83M	Sell	50,587 -302,200	-86%	-$24.3M	4.65%	9
2018 Q4	$27.1M	Buy	+352,787	New	+$27.5M	11.18%	3
2017 Q1	–	Sell	-220,968	Closed	-$14.4M	–	45
2016 Q4	$14.4M	Buy	+220,968	New	+$14.3M	8.45%	2

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Nexthera Capital's NVS Position: Q2 2019 in Review

Nexthera Capital sold out of Novartis (NVS) in Q2 2019, closing a stake of 50,587 shares — an estimated $3.83M sold.

Nexthera Capital first reported a position in NVS in Q4 2016 and held it in 3 quarters. The position peaked at $27.1M in Q4 2018. 1,094 funds tracked by Wall St. Rank hold NVS as of Q2 2019.

Nexthera Capital reported no remaining Novartis position as of Q2 2019 after selling out during the quarter.
Nexthera Capital sold 50,587 Novartis shares in Q2 2019, an estimated $3.83M.
Nexthera Capital first reported a position in Novartis in Q4 2016 and held it in 3 quarters.
Nexthera Capital's Novartis position peaked at $27.1M in Q4 2018.
1,094 funds tracked by Wall St. Rank held Novartis as of Q2 2019.

Based on Nexthera Capital's 13F filing for Q2 2019, filed 14 Aug 2019.