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R. Robert Woodburn Jr’s Novartis NVS Stock Holding History

R. Robert Woodburn Jr’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
2013
Q2 		$606K Buy
+9,559
New +$622K 0.65% 40

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
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

R. Robert Woodburn Jr's NVS Position: Q2 2013 in Review

R. Robert Woodburn Jr opened a new position in Novartis (NVS) in Q2 2013: 9,559 shares worth $606K. The stake represents 0.65% of the portfolio and ranks #40 among its holdings.

763 funds tracked by Wall St. Rank hold NVS as of Q2 2013.

  • R. Robert Woodburn Jr held 9,559 shares of Novartis worth $606K as of Q2 2013.
  • Novartis was a new R. Robert Woodburn Jr position in Q2 2013.
  • Novartis made up 0.65% of R. Robert Woodburn Jr's portfolio in Q2 2013, its #40 holding.
  • 763 funds tracked by Wall St. Rank held Novartis as of Q2 2013.

Based on R. Robert Woodburn Jr's 13F filing for Q2 2013, filed 19 Aug 2013.