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Renaissance Group’s Novartis NVS Stock Holding History

Renaissance Group’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
2021
Q1 		– Sell
-98,099
Closed -$9.26M – 291
2020
Q4 		$9.26M Sell
98,099
-5,389
-5% -$471K 0.4% 102
2020
Q3 		$9M Sell
103,488
-11,445
-10% -$991K 0.42% 88
2020
Q2 		$10M Sell
114,933
-9,664
-8% -$834K 0.48% 85
2020
Q1 		$10.3M Sell
124,597
-10,093
-7% -$901K 0.57% 69
2019
Q4 		$12.8M Sell
134,690
-264
-0.2% -$23.7K 0.52% 97
2019
Q3 		$11.7M Buy
+134,954
New +$12.1M 0.5% 106

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Renaissance Group's NVS Position: Q1 2021 in Review

Renaissance Group sold out of Novartis (NVS) in Q1 2021, closing a stake of 98,099 shares — an estimated $9.26M sold.

Renaissance Group first reported a position in NVS in Q3 2019 and held it in 6 quarters. The position peaked at $12.8M in Q4 2019. 1,136 funds tracked by Wall St. Rank hold NVS as of Q1 2021.

  • Renaissance Group reported no remaining Novartis position as of Q1 2021 after selling out during the quarter.
  • Renaissance Group sold 98,099 Novartis shares in Q1 2021, an estimated $9.26M.
  • Renaissance Group first reported a position in Novartis in Q3 2019 and held it in 6 quarters.
  • Renaissance Group's Novartis position peaked at $12.8M in Q4 2019.
  • 1,136 funds tracked by Wall St. Rank held Novartis as of Q1 2021.

Based on Renaissance Group's 13F filing for Q1 2021, filed 13 May 2021.