RMAM
NVS icon

Raab & Moskowitz Asset Management’s Novartis NVS Stock Holding History

Raab & Moskowitz Asset 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
2020
Q1 		– Sell
-92
Closed -$8K – 391
2019
Q4 		$8K Buy
+92
New +$8.26K ﹤0.01% 421
2018
Q4 		– Sell
-73
Closed -$5K – 388
2018
Q3 		$5K Buy
+73
New +$5.4K ﹤0.01% 458

Other funds holding NVS

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raab & Moskowitz Asset Management's NVS Position: Q1 2020 in Review

Raab & Moskowitz Asset Management sold out of Novartis (NVS) in Q1 2020, closing a stake of 92 shares — an estimated $8K sold.

Raab & Moskowitz Asset Management first reported a position in NVS in Q3 2018 and held it in 2 quarters. The position peaked at $8K in Q4 2019. 1,133 funds tracked by Wall St. Rank hold NVS as of Q1 2020.

  • Raab & Moskowitz Asset Management reported no remaining Novartis position as of Q1 2020 after selling out during the quarter.
  • Raab & Moskowitz Asset Management sold 92 Novartis shares in Q1 2020, an estimated $8K.
  • Raab & Moskowitz Asset Management first reported a position in Novartis in Q3 2018 and held it in 2 quarters.
  • Raab & Moskowitz Asset Management's Novartis position peaked at $8K in Q4 2019.
  • 1,133 funds tracked by Wall St. Rank held Novartis as of Q1 2020.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2020, filed 14 May 2020.