Princeton Capital Management’s Novartis NVS Stock Holding History

Princeton 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
2019 Q4	–	Sell	-770	Closed	-$67K	–	177
2019 Q3	$67K	Sell	770 -37	-5%	-$3.32K	0.03%	137
2019 Q2	$74K	Sell	807 -94	-10%	-$7.96K	0.04%	130
2019 Q1	$78K	Hold	901	–	–	0.04%	128
2018 Q4	$69K	Buy	901 +112	+14%	+$8.72K	0.04%	132
2018 Q3	$61K	Hold	789	–	–	0.03%	162
2018 Q2	$53K	Hold	789	–	–	0.02%	170
2018 Q1	$57K	Buy	+789	New	+$60.1K	0.03%	165
2015 Q3	–	Sell	-12,604	Closed	-$1.11M	–	89
2015 Q2	$1.11M	Sell	12,604 -829	-6%	-$76.1K	1.13%	53
2015 Q1	$1.19M	Buy	+13,433	New	+$1.19M	1.16%	50

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

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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

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

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

Princeton Capital Management's NVS Position: Q4 2019 in Review

Princeton Capital Management sold out of Novartis (NVS) in Q4 2019, closing a stake of 770 shares — an estimated $67K sold.

Princeton Capital Management first reported a position in NVS in Q1 2015 and held it in 9 quarters. The position peaked at $1.19M in Q1 2015. 1,172 funds tracked by Wall St. Rank hold NVS as of Q4 2019.

Princeton Capital Management reported no remaining Novartis position as of Q4 2019 after selling out during the quarter.
Princeton Capital Management sold 770 Novartis shares in Q4 2019, an estimated $67K.
Princeton Capital Management first reported a position in Novartis in Q1 2015 and held it in 9 quarters.
Princeton Capital Management's Novartis position peaked at $1.19M in Q1 2015.
1,172 funds tracked by Wall St. Rank held Novartis as of Q4 2019.

Based on Princeton Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.