Pioneer Trust Bank’s Novartis NVS Stock Holding History

Pioneer Trust Bank’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
2021 Q2	–	Sell	-3,350	Closed	-$286K	–	73
2021 Q1	$286K	Hold	3,350	–	–	0.08%	60
2020 Q4	$316K	Hold	3,350	–	–	0.1%	58
2020 Q3	$291K	Hold	3,350	–	–	0.1%	59
2020 Q2	$293K	Hold	3,350	–	–	0.11%	57
2020 Q1	$276K	Hold	3,350	–	–	0.13%	59
2019 Q4	$317K	Hold	3,350	–	–	0.12%	63
2019 Q3	$291K	Hold	3,350	–	–	0.12%	64
2019 Q2	$306K	Sell	3,350 -723	-18%	-$61.2K	0.13%	64
2019 Q1	$351K	Sell	4,073 -112	-3%	-$8.99K	0.15%	62
2018 Q4	$322K	Hold	4,185	–	–	0.16%	63
2018 Q3	$323K	Sell	4,185 -558	-12%	-$41.3K	0.14%	61
2018 Q2	$321K	Sell	4,743 -87	-2%	-$6K	0.15%	67
2018 Q1	$350K	Hold	4,830	–	–	0.18%	59
2017 Q4	$364K	Hold	4,830	–	–	0.18%	61
2017 Q3	$371K	Buy	+4,830	New	+$365K	0.19%	62
2015 Q4	–	Sell	-2,463	Closed	-$203K	–	76
2015 Q3	$203K	Hold	2,463	–	–	0.14%	70
2015 Q2	$217K	Hold	2,463	–	–	0.14%	66
2015 Q1	$217K	Sell	2,463 -87	-3%	-$7.72K	0.14%	72
2014 Q4	$212K	Sell	2,550 -446	-15%	-$37K	0.14%	68
2014 Q3	$252K	Hold	2,996	–	–	0.17%	62
2014 Q2	$243K	Hold	2,996	–	–	0.17%	60
2014 Q1	$228K	Sell	2,996 -20,765	-87%	-$1.51M	0.16%	61
2013 Q4	$1.71M	Sell	23,761 -206	-0.9%	-$14.3K	1.21%	35
2013 Q3	$1.65M	Hold	23,967	–	–	1.26%	34
2013 Q2	$1.52M	Buy	+23,967	New	+$1.56M	1.18%	34

Other funds holding NVS

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

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

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

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

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

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

Pioneer Trust Bank's NVS Position: Q2 2021 in Review

Pioneer Trust Bank sold out of Novartis (NVS) in Q2 2021, closing a stake of 3,350 shares — an estimated $286K sold.

Pioneer Trust Bank first reported a position in NVS in Q2 2013 and held it in 25 quarters. The position peaked at $1.71M in Q4 2013. 1,119 funds tracked by Wall St. Rank hold NVS as of Q2 2021.

Pioneer Trust Bank reported no remaining Novartis position as of Q2 2021 after selling out during the quarter.
Pioneer Trust Bank sold 3,350 Novartis shares in Q2 2021, an estimated $286K.
Pioneer Trust Bank first reported a position in Novartis in Q2 2013 and held it in 25 quarters.
Pioneer Trust Bank's Novartis position peaked at $1.71M in Q4 2013.
1,119 funds tracked by Wall St. Rank held Novartis as of Q2 2021.

Based on Pioneer Trust Bank's 13F filing for Q2 2021, filed 19 Jul 2021.