Oak Ridge Investments’s Novartis NVS Stock Holding History

Oak Ridge Investments’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	–	Sell	-5,587	Closed	-$488K	–	186
2020 Q2	$488K	Buy	5,587 +177	+3%	+$15.3K	0.04%	162
2020 Q1	$446K	Sell	5,410 -473	-8%	-$42.2K	0.05%	156
2019 Q4	$557K	Sell	5,883 -783	-12%	-$70.3K	0.04%	163
2019 Q3	$579K	Hold	6,666	–	–	0.04%	158
2019 Q2	$608K	Sell	6,666 -800	-11%	-$67.7K	0.04%	157
2019 Q1	$643K	Hold	7,466	–	–	0.04%	154
2018 Q4	$574K	Sell	7,466 -138	-2%	-$10.7K	0.04%	150
2018 Q3	$587K	Buy	7,604 +478	+7%	+$35.3K	0.03%	151
2018 Q2	$482K	Buy	7,126 +405	+6%	+$27.9K	0.03%	149
2018 Q1	$487K	Sell	6,721 -61	-0.9%	-$4.64K	0.03%	151
2017 Q4	$510K	Buy	+6,782	New	+$512K	0.02%	153

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

Oak Ridge Investments's NVS Position: Q3 2020 in Review

Oak Ridge Investments sold out of Novartis (NVS) in Q3 2020, closing a stake of 5,587 shares — an estimated $488K sold.

Oak Ridge Investments first reported a position in NVS in Q4 2017 and held it in 11 quarters. The position peaked at $643K in Q1 2019. 1,118 funds tracked by Wall St. Rank hold NVS as of Q3 2020.

Oak Ridge Investments reported no remaining Novartis position as of Q3 2020 after selling out during the quarter.
Oak Ridge Investments sold 5,587 Novartis shares in Q3 2020, an estimated $488K.
Oak Ridge Investments first reported a position in Novartis in Q4 2017 and held it in 11 quarters.
Oak Ridge Investments's Novartis position peaked at $643K in Q1 2019.
1,118 funds tracked by Wall St. Rank held Novartis as of Q3 2020.

Based on Oak Ridge Investments's 13F filing for Q3 2020, filed 12 Nov 2020.