Permanens Capital’s Novartis NVS Stock Holding History

Permanens Capital’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 Q1	–	Sell	-177	Closed	-$17K	–	132
2019 Q4	$17K	Buy	+177	New	+$15.9K	﹤0.01%	101

Other funds holding NVS

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

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

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

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Permanens Capital's NVS Position: Q1 2020 in Review

Permanens Capital sold out of Novartis (NVS) in Q1 2020, closing a stake of 177 shares — an estimated $17K sold.

Permanens Capital first reported a position in NVS in Q4 2019 and held it in 1 quarter. The position peaked at $17K in Q4 2019. 1,133 funds tracked by Wall St. Rank hold NVS as of Q1 2020.

Permanens Capital reported no remaining Novartis position as of Q1 2020 after selling out during the quarter.
Permanens Capital sold 177 Novartis shares in Q1 2020, an estimated $17K.
Permanens Capital first reported a position in Novartis in Q4 2019 and held it in 1 quarter.
Permanens Capital's Novartis position peaked at $17K in Q4 2019.
1,133 funds tracked by Wall St. Rank held Novartis as of Q1 2020.

Based on Permanens Capital's 13F filing for Q1 2020, filed 15 May 2020.