Partnervest Advisory Services’s Novartis NVS Stock Holding History

Partnervest Advisory Services’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	$244K	Buy	+2,810	New	+$243K	0.08%	203
2019 Q3	–	Sell	-2,200	Closed	-$201K	–	277
2019 Q2	$201K	Buy	+2,200	New	+$186K	0.08%	208
2014 Q3	–	Sell	-1,812	Closed	-$147K	–	587
2014 Q2	$147K	Sell	1,812 -19	-1%	-$1.49K	0.07%	191
2014 Q1	$140K	Sell	1,831 -112	-6%	-$8.16K	0.06%	190
2013 Q4	$140K	Hold	1,943	–	–	0.07%	181
2013 Q3	$134K	Sell	1,943 -712	-27%	-$47.1K	0.07%	163
2013 Q2	$168K	Buy	+2,655	New	+$173K	0.08%	111

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

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

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

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

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

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

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

Partnervest Advisory Services's NVS Position: Q3 2020 in Review

Partnervest Advisory Services opened a new position in Novartis (NVS) in Q3 2020: 2,810 shares worth $244K. The stake represents 0.08% of the portfolio and ranks #203 among its holdings. This is a return to the name: Partnervest Advisory Services previously reported a position in NVS as recently as Q2 2019.

Partnervest Advisory Services first reported a position in NVS in Q2 2013 and has held it in 7 quarters since. 1,118 funds tracked by Wall St. Rank hold NVS as of Q3 2020.

Partnervest Advisory Services held 2,810 shares of Novartis worth $244K as of Q3 2020.
Novartis was a new Partnervest Advisory Services position in Q3 2020.
Novartis made up 0.08% of Partnervest Advisory Services's portfolio in Q3 2020, its #203 holding.
Partnervest Advisory Services first reported a position in Novartis in Q2 2013 and has held it in 7 quarters since.
1,118 funds tracked by Wall St. Rank held Novartis as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.