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Putnam Investments’s Novartis NVS Stock Holding History

Putnam Investments’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
2014
Q2 		– Sell
-34,596
Closed -$2.64M – 1500
2014
Q1 		$2.64M Hold
34,596
– – 0.01% 989
2013
Q4 		$2.49M Hold
34,596
– – 0.01% 987
2013
Q3 		$2.38M Sell
34,596
-30,467
-47% -$2.02M 0.01% 995
2013
Q2 		$4.12M Buy
+65,063
New +$4.23M 0.01% 783

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Putnam Investments's NVS Position: Q2 2014 in Review

Putnam Investments sold out of Novartis (NVS) in Q2 2014, closing a stake of 34,596 shares — an estimated $2.64M sold.

Putnam Investments first reported a position in NVS in Q2 2013 and held it in 4 quarters. The position peaked at $4.12M in Q2 2013. 848 funds tracked by Wall St. Rank hold NVS as of Q2 2014.

  • Putnam Investments reported no remaining Novartis position as of Q2 2014 after selling out during the quarter.
  • Putnam Investments sold 34,596 Novartis shares in Q2 2014, an estimated $2.64M.
  • Putnam Investments first reported a position in Novartis in Q2 2013 and held it in 4 quarters.
  • Putnam Investments's Novartis position peaked at $4.12M in Q2 2013.
  • 848 funds tracked by Wall St. Rank held Novartis as of Q2 2014.

Based on Putnam Investments's 13F filing for Q2 2014, filed 14 Aug 2014.