RNS
NVS icon

Robert N. Shapiro’s Novartis NVS Stock Holding History

Robert N. Shapiro’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
Q4 		$1.63M Buy
19,576
+47
+0.2% +$3.9K 0.32% 97
2014
Q3 		$1.65M Sell
19,529
-2,957
-13% -$239K 0.31% 100
2014
Q2 		$1.82M Sell
22,486
-3,203
-12% -$252K 0.35% 90
2014
Q1 		$1.96M Sell
25,689
-21,366
-45% -$1.56M 0.36% 84
2013
Q4 		$3.39M Sell
47,055
-11,756
-20% -$817K 0.61% 44
2013
Q3 		$4.04M Buy
58,811
+8,296
+16% +$549K 0.71% 36
2013
Q2 		$3.2M Buy
+50,515
New +$3.29M 0.67% 38

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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 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
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Robert N. Shapiro's NVS Position: Q4 2014 in Review

Robert N. Shapiro increased its Novartis (NVS) stake by 0.24% in Q4 2014, buying an estimated $3.9K and bringing the position to 19,576 shares worth $1.63M. The position accounts for 0.32% of the portfolio, ranked #97.

Robert N. Shapiro first reported a position in NVS in Q2 2013 and has held it in 7 quarters since. The position peaked at $4.04M in Q3 2013. 918 funds tracked by Wall St. Rank hold NVS as of Q4 2014.

  • Robert N. Shapiro held 19,576 shares of Novartis worth $1.63M as of Q4 2014.
  • Robert N. Shapiro bought 47 Novartis shares in Q4 2014, an estimated $3.9K.
  • Novartis made up 0.32% of Robert N. Shapiro's portfolio in Q4 2014, its #97 holding.
  • Robert N. Shapiro first reported a position in Novartis in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's Novartis position peaked at $4.04M in Q3 2013.
  • 918 funds tracked by Wall St. Rank held Novartis as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.