PDT Partners’s Novartis NVS Stock Holding History

PDT 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
2015 Q4	–	Sell	-45,348	Closed	-$3.73M	–	772
2015 Q3	$3.73M	Sell	45,348 -28,868	-39%	-$2.57M	0.08%	286
2015 Q2	$6.54M	Sell	74,216 -38,536	-34%	-$3.54M	0.17%	136
2015 Q1	$9.96M	Buy	112,752 +49,553	+78%	+$4.4M	0.25%	94
2014 Q4	$5.25M	Sell	63,199 -387,029	-86%	-$32.1M	0.5%	43
2014 Q3	$38M	Buy	+450,228	New	+$36.4M	0.96%	6
2014 Q1	–	Sell	-234,325	Closed	-$16.9M	–	1344
2013 Q4	$16.9M	Buy	+234,325	New	+$16.3M	2.03%	3
2013 Q3	–	Sell	-13,995	Closed	-$887K	–	1647
2013 Q2	$887K	Buy	+13,995	New	+$911K	0.02%	860

Other funds holding NVS

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Institutional Capital Chicago, Illinois $6.75B AUM 3.44% 1-Year Est. Return