PIM
NVS icon

Partner Investment Management’s Novartis NVS Stock Holding History

Partner Investment Management’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
2019
Q4 		$392K Sell
4,270
-6,441
-60% -$578K 2.81% 18
2019
Q3 		$927K Buy
+10,711
New +$962K 1.59% 23

Other funds holding NVS

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Partner Investment Management's NVS Position: Q4 2019 in Review

Partner Investment Management reduced its Novartis (NVS) stake by 60% in Q4 2019, selling an estimated $578K and leaving 4,270 shares worth $392K. The position accounts for 2.81% of the portfolio, ranked #18.

Partner Investment Management first reported a position in NVS in Q3 2019 and has held it in 2 quarters since. The position peaked at $927K in Q3 2019. 1,173 funds tracked by Wall St. Rank hold NVS as of Q4 2019.

  • Partner Investment Management held 4,270 shares of Novartis worth $392K as of Q4 2019.
  • Partner Investment Management sold 6,441 Novartis shares in Q4 2019, an estimated $578K.
  • Novartis made up 2.81% of Partner Investment Management's portfolio in Q4 2019, its #18 holding.
  • Partner Investment Management first reported a position in Novartis in Q3 2019 and has held it in 2 quarters since.
  • Partner Investment Management's Novartis position peaked at $927K in Q3 2019.
  • 1,173 funds tracked by Wall St. Rank held Novartis as of Q4 2019.

Based on Partner Investment Management's 13F filing for Q4 2019, filed 14 Feb 2020.