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Peachtree Investment Advisors’s Novartis NVS Stock Holding History

Peachtree Investment Advisors’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 		$944K Buy
12,282
+1,005
+9% +$78.2K 0.73% 30
2018
Q3 		$871K Buy
11,277
+56
+0.5% +$4.14K 0.59% 33
2018
Q2 		$760K Buy
11,221
+1,361
+14% +$93.9K 0.55% 35
2018
Q1 		$714K Buy
9,860
+1,032
+12% +$78.6K 0.54% 37
2017
Q4 		$664K Sell
8,828
-4,770
-35% -$360K 0.51% 41
2017
Q3 		$1.05M Buy
13,598
+111
+0.8% +$8.38K 0.9% 30
2017
Q2 		$1.01M Sell
13,487
-45
-0.3% -$3.19K 0.86% 34
2017
Q1 		$901K Buy
13,532
+1,061
+9% +$70.7K 0.83% 38
2016
Q4 		$814K Sell
12,471
-1,423
-10% -$92.3K 0.8% 40
2016
Q3 		$983K Buy
13,894
+28
+0.2% +$2.04K 0.96% 35
2016
Q2 		$1.02M Sell
13,866
-162
-1% -$11.2K 1.04% 34
2016
Q1 		$911K Buy
14,028
+915
+7% +$62.2K 0.91% 37
2015
Q4 		$1.01M Buy
13,113
+3,236
+33% +$257K 1.06% 34
2015
Q3 		$813K Sell
9,877
-746
-7% -$66.4K 0.84% 40
2015
Q2 		$936K Buy
10,623
+1,261
+13% +$116K 0.7% 46
2015
Q1 		$827K Buy
9,362
+4,503
+93% +$399K 0.59% 48
2014
Q4 		$403K Sell
4,859
-3,488
-42% -$289K 0.27% 96
2014
Q3 		$704K Sell
8,347
-4,854
-37% -$393K 0.47% 63
2014
Q2 		$1.07M Sell
13,201
-1,172
-8% -$92.2K 0.71% 36
2014
Q1 		$1.09M Buy
14,373
+154
+1% +$11.2K 0.75% 31
2013
Q4 		$1.02M Buy
+14,219
New +$988K 0.7% 36

Other funds holding NVS

Dodge & Cox
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Peachtree Investment Advisors's NVS Position: Q4 2018 in Review

Peachtree Investment Advisors increased its Novartis (NVS) stake by 8.9% in Q4 2018, buying an estimated $78.2K and bringing the position to 12,282 shares worth $944K. The position accounts for 0.73% of the portfolio, ranked #30.

Peachtree Investment Advisors first reported a position in NVS in Q4 2013 and has held it in 21 quarters since. The position peaked at $1.09M in Q1 2014. 1,088 funds tracked by Wall St. Rank hold NVS as of Q4 2018.

  • Peachtree Investment Advisors held 12,282 shares of Novartis worth $944K as of Q4 2018.
  • Peachtree Investment Advisors bought 1,005 Novartis shares in Q4 2018, an estimated $78.2K.
  • Novartis made up 0.73% of Peachtree Investment Advisors's portfolio in Q4 2018, its #30 holding.
  • Peachtree Investment Advisors first reported a position in Novartis in Q4 2013 and has held it in 21 quarters since.
  • Peachtree Investment Advisors's Novartis position peaked at $1.09M in Q1 2014.
  • 1,088 funds tracked by Wall St. Rank held Novartis as of Q4 2018.

Based on Peachtree Investment Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.