Princeton Alpha Management’s Novartis NVS Stock Holding History

Princeton Alpha 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
2017 Q2	–	Sell	-6,233	Closed	-$415K	–	264
2017 Q1	$415K	Sell	6,233 -3,271	-34%	-$218K	0.14%	250
2016 Q4	$620K	Buy	+9,504	New	+$617K	0.13%	257
2015 Q2	–	Sell	-3,716	Closed	-$328K	–	843
2015 Q1	$328K	Sell	3,716 -2,818	-43%	-$250K	0.07%	399
2014 Q4	$543K	Buy	6,534 +517	+9%	+$42.9K	0.15%	200
2014 Q3	$508K	Buy	+6,017	New	+$487K	0.12%	247

Other funds holding NVS

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Princeton Alpha Management's NVS Position: Q2 2017 in Review

Princeton Alpha Management sold out of Novartis (NVS) in Q2 2017, closing a stake of 6,233 shares — an estimated $415K sold.

Princeton Alpha Management first reported a position in NVS in Q3 2014 and held it in 5 quarters. The position peaked at $620K in Q4 2016. 921 funds tracked by Wall St. Rank hold NVS as of Q2 2017.

Princeton Alpha Management reported no remaining Novartis position as of Q2 2017 after selling out during the quarter.
Princeton Alpha Management sold 6,233 Novartis shares in Q2 2017, an estimated $415K.
Princeton Alpha Management first reported a position in Novartis in Q3 2014 and held it in 5 quarters.
Princeton Alpha Management's Novartis position peaked at $620K in Q4 2016.
921 funds tracked by Wall St. Rank held Novartis as of Q2 2017.

Based on Princeton Alpha Management's 13F filing for Q2 2017.