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Ruggie Capital Group’s Novartis NVS Stock Holding History

Ruggie Capital 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
2019
Q1 		– Sell
-84
Closed -$6K – 358
2018
Q4 		$6K Buy
+84
New +$6.54K ﹤0.01% 355
2018
Q1 		– Sell
-122
Closed -$9K – 321
2017
Q4 		$9K Buy
+122
New +$9.21K 0.01% 233

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

Ruggie Capital Group's NVS Position: Q1 2019 in Review

Ruggie Capital Group sold out of Novartis (NVS) in Q1 2019, closing a stake of 84 shares — an estimated $6K sold.

Ruggie Capital Group first reported a position in NVS in Q4 2017 and held it in 2 quarters. The position peaked at $9K in Q4 2017. 1,133 funds tracked by Wall St. Rank hold NVS as of Q1 2019.

  • Ruggie Capital Group reported no remaining Novartis position as of Q1 2019 after selling out during the quarter.
  • Ruggie Capital Group sold 84 Novartis shares in Q1 2019, an estimated $6K.
  • Ruggie Capital Group first reported a position in Novartis in Q4 2017 and held it in 2 quarters.
  • Ruggie Capital Group's Novartis position peaked at $9K in Q4 2017.
  • 1,133 funds tracked by Wall St. Rank held Novartis as of Q1 2019.

Based on Ruggie Capital Group's 13F filing for Q1 2019, filed 24 Apr 2019.