Northstar Wealth Partners’s Novartis NVS Stock Holding History

Northstar Wealth Partners’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 Q3	$642K	Hold	7,384	–	–	0.3%	79
2020 Q2	$644K	Sell	7,384 -496	-6%	-$42.8K	0.27%	91
2020 Q1	$649K	Sell	7,880 -870	-10%	-$77.6K	0.33%	79
2019 Q4	$828K	Buy	8,750 +65	+0.7%	+$5.83K	0.34%	86
2019 Q3	$755K	Hold	8,685	–	–	0.33%	87
2019 Q2	$793K	Sell	8,685 -1,395	-14%	-$118K	0.35%	84
2019 Q1	$868K	Buy	10,080 +11	+0.1%	+$883	0.4%	73
2018 Q4	$774K	Hold	10,069	–	–	0.41%	71
2018 Q3	$777K	Sell	10,069 -32	-0.3%	-$2.37K	0.37%	78
2018 Q2	$683K	Sell	10,101 -1,099	-10%	-$75.8K	0.34%	87
2018 Q1	$811K	Buy	+11,200	New	+$853K	0.41%	76

Other funds holding NVS

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Northstar Wealth Partners's NVS Position: Q3 2020 in Review

Northstar Wealth Partners held its Novartis (NVS) position steady in Q3 2020 at 7,384 shares worth $642K. The position accounts for 0.3% of the portfolio, ranked #79.

Northstar Wealth Partners first reported a position in NVS in Q1 2018 and has held it in 11 quarters since. The position peaked at $868K in Q1 2019. 1,119 funds tracked by Wall St. Rank hold NVS as of Q3 2020.

Northstar Wealth Partners held 7,384 shares of Novartis worth $642K as of Q3 2020.
Northstar Wealth Partners left its Novartis share count unchanged in Q3 2020.
Novartis made up 0.3% of Northstar Wealth Partners's portfolio in Q3 2020, its #79 holding.
Northstar Wealth Partners first reported a position in Novartis in Q1 2018 and has held it in 11 quarters since.
Northstar Wealth Partners's Novartis position peaked at $868K in Q1 2019.
1,119 funds tracked by Wall St. Rank held Novartis as of Q3 2020.

Based on Northstar Wealth Partners's 13F filing for Q3 2020, filed 13 Nov 2020.