Palo Capital’s Novartis NVS Stock Holding History

Palo 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
2018 Q4	$534K	Sell	6,945 -348	-5%	-$27.1K	0.23%	102
2018 Q3	$563K	Sell	7,293 -56	-0.8%	-$4.14K	0.2%	109
2018 Q2	$497K	Sell	7,349 -178	-2%	-$12.3K	0.18%	133
2018 Q1	$545K	Sell	7,527 -73	-1%	-$5.56K	0.2%	128
2017 Q4	$572K	Sell	7,600 -28	-0.4%	-$2.11K	0.26%	99
2017 Q3	$587K	Sell	7,628 -195	-2%	-$14.7K	0.31%	94
2017 Q2	$585K	Sell	7,823 -39	-0.5%	-$2.76K	0.33%	93
2017 Q1	$523K	Buy	+7,862	New	+$524K	0.31%	96

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 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

Palo Capital's NVS Position: Q4 2018 in Review

Palo Capital reduced its Novartis (NVS) stake by 4.8% in Q4 2018, selling an estimated $27.1K and leaving 6,945 shares worth $534K. The position accounts for 0.23% of the portfolio, ranked #102.

Palo Capital first reported a position in NVS in Q1 2017 and has held it in 8 quarters since. The position peaked at $587K in Q3 2017. 1,088 funds tracked by Wall St. Rank hold NVS as of Q4 2018.

Palo Capital held 6,945 shares of Novartis worth $534K as of Q4 2018.
Palo Capital sold 348 Novartis shares in Q4 2018, an estimated $27.1K.
Novartis made up 0.23% of Palo Capital's portfolio in Q4 2018, its #102 holding.
Palo Capital first reported a position in Novartis in Q1 2017 and has held it in 8 quarters since.
Palo Capital's Novartis position peaked at $587K in Q3 2017.
1,088 funds tracked by Wall St. Rank held Novartis as of Q4 2018.

Based on Palo Capital's 13F filing for Q4 2018, filed 30 Jan 2019.