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Nuveen’s Novartis NVS Stock Holding History

Nuveen’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 		– Sell
-6,522
Closed -$538K – 3340
2020
Q1 		$538K Sell
6,522
-5,150
-44% -$459K ﹤0.01% 2740
2019
Q4 		$1.1M Sell
11,672
-1,188
-9% -$107K ﹤0.01% 2650
2019
Q3 		$1.12M Buy
12,860
+437
+4% +$39.2K ﹤0.01% 2652
2019
Q2 		$1.13M Sell
12,423
-1,864
-13% -$158K ﹤0.01% 2685
2019
Q1 		$1.23M Buy
14,287
+684
+5% +$54.9K 0.01% 708
2018
Q4 		$1.05M Buy
+13,603
New +$1.06M 0.01% 710
2017
Q3 		– Sell
-4,250
Closed -$318K – 1143
2017
Q2 		$318K Buy
+4,250
New +$301K ﹤0.01% 1014
2017
Q1 		– Sell
-3,212
Closed -$208K – 1447
2016
Q4 		$208K Buy
+3,212
New +$208K ﹤0.01% 1443

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

Nuveen's NVS Position: Q2 2020 in Review

Nuveen sold out of Novartis (NVS) in Q2 2020, closing a stake of 6,522 shares — an estimated $538K sold.

Nuveen first reported a position in NVS in Q4 2016 and held it in 8 quarters. The position peaked at $1.23M in Q1 2019. 1,128 funds tracked by Wall St. Rank hold NVS as of Q2 2020.

  • Nuveen reported no remaining Novartis position as of Q2 2020 after selling out during the quarter.
  • Nuveen sold 6,522 Novartis shares in Q2 2020, an estimated $538K.
  • Nuveen first reported a position in Novartis in Q4 2016 and held it in 8 quarters.
  • Nuveen's Novartis position peaked at $1.23M in Q1 2019.
  • 1,128 funds tracked by Wall St. Rank held Novartis as of Q2 2020.

Based on Nuveen's 13F filing for Q2 2020, filed 14 Aug 2020.