PagnatoKarp Partners’s Novartis NVS Stock Holding History

PagnatoKarp 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 Q2	–	Sell	-18,587	Closed	-$1.53M	–	99
2020 Q1	$1.53M	Buy	18,587 +8	+0%	+$714	0.38%	41
2019 Q4	$1.76M	Hold	18,579	–	–	0.31%	43
2019 Q3	$1.61M	Sell	18,579 -308	-2%	-$27.7K	0.32%	47
2019 Q2	$1.73M	Sell	18,887 -2,063	-10%	-$175K	0.37%	38
2019 Q1	$1.8M	Buy	20,950 +7	+0%	+$562	0.4%	40
2018 Q4	$1.61M	Sell	20,943 -62	-0.3%	-$4.83K	0.34%	44
2018 Q3	$1.62M	Buy	21,005 +62	+0.3%	+$4.58K	0.47%	34
2018 Q2	$1.42M	Sell	20,943 -28	-0.1%	-$1.93K	0.45%	36
2018 Q1	$1.57M	Buy	20,971 +526	+3%	+$40K	0.66%	27
2017 Q4	$1.54M	Hold	20,445	–	–	0.45%	34
2017 Q3	$1.57M	Hold	20,445	–	–	0.4%	31
2017 Q2	$1.53M	Buy	20,445 +226	+1%	+$16K	0.46%	31
2017 Q1	$1.4M	Sell	20,219 -357	-2%	-$23.8K	0.4%	33
2016 Q4	$1.34M	Buy	+20,576	New	+$1.33M	0.4%	36

Other funds holding NVS

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

PagnatoKarp Partners's NVS Position: Q2 2020 in Review

PagnatoKarp Partners sold out of Novartis (NVS) in Q2 2020, closing a stake of 18,587 shares — an estimated $1.53M sold.

PagnatoKarp Partners first reported a position in NVS in Q4 2016 and held it in 14 quarters. The position peaked at $1.8M in Q1 2019. 1,129 funds tracked by Wall St. Rank hold NVS as of Q2 2020.

PagnatoKarp Partners reported no remaining Novartis position as of Q2 2020 after selling out during the quarter.
PagnatoKarp Partners sold 18,587 Novartis shares in Q2 2020, an estimated $1.53M.
PagnatoKarp Partners first reported a position in Novartis in Q4 2016 and held it in 14 quarters.
PagnatoKarp Partners's Novartis position peaked at $1.8M in Q1 2019.
1,129 funds tracked by Wall St. Rank held Novartis as of Q2 2020.

Based on PagnatoKarp Partners's 13F filing for Q2 2020.