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Quest Investment Management’s Novartis NVS Stock Holding History

Quest Investment 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
Q1 		– Sell
-20,673
Closed -$1.59M – 106
2018
Q4 		$1.59M Sell
20,673
-357
-2% -$27.8K 0.25% 68
2018
Q3 		$1.62M Buy
21,030
+436
+2% +$32.2K 0.23% 71
2018
Q2 		$1.39M Buy
20,594
+2,624
+15% +$181K 0.21% 76
2018
Q1 		$1.3M Buy
+17,970
New +$1.37M 0.2% 79
2016
Q4 		– Sell
-79,710
Closed -$5.64M – 107
2016
Q3 		$5.64M Sell
79,710
-108,850
-58% -$7.93M 0.74% 55
2016
Q2 		$13.9M Sell
188,560
-46,667
-20% -$3.22M 1.9% 19
2016
Q1 		$15.3M Buy
235,227
+39,283
+20% +$2.67M 2.1% 4
2015
Q4 		$15.1M Buy
195,944
+40,535
+26% +$3.22M 2.05% 5
2015
Q3 		$12.8M Buy
155,409
+22,828
+17% +$2.03M 1.79% 12
2015
Q2 		$11.7M Buy
+132,581
New +$12.2M 1.64% 10

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Quest Investment Management's NVS Position: Q1 2019 in Review

Quest Investment Management sold out of Novartis (NVS) in Q1 2019, closing a stake of 20,673 shares — an estimated $1.59M sold.

Quest Investment Management first reported a position in NVS in Q2 2015 and held it in 10 quarters. The position peaked at $15.3M in Q1 2016. 1,133 funds tracked by Wall St. Rank hold NVS as of Q1 2019.

  • Quest Investment Management reported no remaining Novartis position as of Q1 2019 after selling out during the quarter.
  • Quest Investment Management sold 20,673 Novartis shares in Q1 2019, an estimated $1.59M.
  • Quest Investment Management first reported a position in Novartis in Q2 2015 and held it in 10 quarters.
  • Quest Investment Management's Novartis position peaked at $15.3M in Q1 2016.
  • 1,133 funds tracked by Wall St. Rank held Novartis as of Q1 2019.

Based on Quest Investment Management's 13F filing for Q1 2019, filed 14 May 2019.