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Peloton Wealth Strategists’s Novartis NVS Stock Holding History

Peloton Wealth Strategists’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
Q3 		– Sell
-13,336
Closed -$903K – 59
2018
Q2 		$903K Sell
13,336
-3,683
-22% -$254K 0.65% 52
2018
Q1 		$1.23M Sell
17,019
-3,125
-16% -$238K 0.93% 45
2017
Q4 		$1.51M Buy
20,144
+112
+0.6% +$8.45K 1.13% 40
2017
Q3 		$1.54M Buy
20,032
+1,953
+11% +$147K 1.19% 41
2017
Q2 		$1.35M Buy
18,079
+1,116
+7% +$79.1K 1.05% 39
2017
Q1 		$1.13M Buy
16,963
+1,004
+6% +$66.9K 0.93% 48
2016
Q4 		$1.04M Buy
15,959
+1,060
+7% +$68.8K 0.85% 51
2016
Q3 		$1.05M Buy
+14,899
New +$1.09M 0.88% 49
2016
Q1 		$967K Buy
14,899
+112
+0.8% +$7.62K 0.82% 50
2015
Q4 		$1.14M Sell
14,787
-2,734
-16% -$217K 0.98% 46
2015
Q3 		$1.44M Sell
17,521
-2,400
-12% -$214K 1.26% 40
2015
Q2 		$1.75M Sell
19,921
-19,139
-49% -$1.76M 1.4% 30
2015
Q1 		$3.45M Sell
39,060
-446
-1% -$39.6K 2.68% 4
2014
Q4 		$3.28M Sell
39,506
-56
-0.1% -$4.64K 2.49% 5
2014
Q3 		$3.34M Buy
39,562
+24,663
+166% +$2M 2.63% 4
2014
Q2 		$1.1M Sell
14,899
-25,835
-63% -$2.03M 0.97% 46
2014
Q1 		$3.1M Hold
40,734
– – 2.55% 6
2013
Q4 		$2.93M Buy
40,734
+781
+2% +$54.3K 2.37% 7
2013
Q3 		$2.75M Buy
39,953
+56
+0.1% +$3.71K 2.3% 6
2013
Q2 		$2.53M Buy
+39,897
New +$2.6M 2.27% 8

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Peloton Wealth Strategists's NVS Position: Q3 2018 in Review

Peloton Wealth Strategists sold out of Novartis (NVS) in Q3 2018, closing a stake of 13,336 shares — an estimated $903K sold.

Peloton Wealth Strategists first reported a position in NVS in Q2 2013 and held it in 20 quarters. The position peaked at $3.45M in Q1 2015. 1,028 funds tracked by Wall St. Rank hold NVS as of Q3 2018.

  • Peloton Wealth Strategists reported no remaining Novartis position as of Q3 2018 after selling out during the quarter.
  • Peloton Wealth Strategists sold 13,336 Novartis shares in Q3 2018, an estimated $903K.
  • Peloton Wealth Strategists first reported a position in Novartis in Q2 2013 and held it in 20 quarters.
  • Peloton Wealth Strategists's Novartis position peaked at $3.45M in Q1 2015.
  • 1,028 funds tracked by Wall St. Rank held Novartis as of Q3 2018.

Based on Peloton Wealth Strategists's 13F filing for Q3 2018, filed 14 Nov 2018.