Prelude Capital Management’s Novartis NVS Stock Holding History

Prelude Capital Management’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 Q2	–	Sell	-655	Closed	-$54K	–	2179
2020 Q1	$54K	Sell	655 -10,800	-94%	-$964K	﹤0.01%	740
2019 Q4	$1.08M	Buy	+11,455	New	+$1.03M	0.04%	365
2019 Q3	–	Sell	-29,656	Closed	-$2.66M	–	1941
2019 Q2	$2.71M	Buy	29,656 +9,637	+48%	+$816K	0.13%	127
2019 Q1	$1.73M	Buy	20,019 +1,641	+9%	+$132K	0.1%	215
2018 Q4	$1.41M	Buy	18,378 +15,010	+446%	+$1.17M	0.09%	253
2018 Q3	$260K	Sell	3,368 -14,741	-81%	-$1.09M	0.02%	711
2018 Q2	$1.23M	Buy	18,109 +4,239	+31%	+$293K	0.08%	279
2018 Q1	$1M	Buy	+13,870	New	+$1.06M	0.07%	284
2017 Q4	–	Sell	-7,867	Closed	-$605K	–	1598
2017 Q3	$605K	Buy	7,867 +7,777	+8,641%	+$587K	0.05%	333
2017 Q2	$7K	Buy	+90	New	+$6.38K	﹤0.01%	1441
2015 Q3	–	Sell	-5,345	Closed	-$471K	–	1692
2015 Q2	$471K	Hold	5,345	–	–	0.07%	325
2015 Q1	$472K	Buy	+5,345	New	+$474K	0.07%	360

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

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

Prelude Capital Management's NVS Position: Q2 2020 in Review

Prelude Capital Management sold out of Novartis (NVS) in Q2 2020, closing a stake of 655 shares — an estimated $54K sold.

Prelude Capital Management first reported a position in NVS in Q1 2015 and held it in 12 quarters. The position peaked at $2.71M in Q2 2019. 1,128 funds tracked by Wall St. Rank hold NVS as of Q2 2020.

Prelude Capital Management reported no remaining Novartis position as of Q2 2020 after selling out during the quarter.
Prelude Capital Management sold 655 Novartis shares in Q2 2020, an estimated $54K.
Prelude Capital Management first reported a position in Novartis in Q1 2015 and held it in 12 quarters.
Prelude Capital Management's Novartis position peaked at $2.71M in Q2 2019.
1,128 funds tracked by Wall St. Rank held Novartis as of Q2 2020.

Based on Prelude Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.