Saddle Road Partners’s Novartis NVS Stock Holding History

Saddle Road Partners’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
2016 Q4	$910K	Hold	13,939	–	–	0.46%	52
2016 Q3	$986K	Hold	13,939	–	–	0.56%	39
2016 Q2	$1.03M	Hold	13,939	–	–	0.62%	39
2016 Q1	$905K	Hold	13,939	–	–	0.58%	44
2015 Q4	$1.07M	Buy	+13,939	New	+$1.11M	0.74%	43

Other funds holding NVS

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MNA

Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

Saddle Road Partners's NVS Position: Q4 2016 in Review

Saddle Road Partners held its Novartis (NVS) position steady in Q4 2016 at 13,939 shares worth $910K. The position accounts for 0.46% of the portfolio, ranked #52.

Saddle Road Partners first reported a position in NVS in Q4 2015 and has held it in 5 quarters since. The position peaked at $1.07M in Q4 2015. 904 funds tracked by Wall St. Rank hold NVS as of Q4 2016.

Saddle Road Partners held 13,939 shares of Novartis worth $910K as of Q4 2016.
Saddle Road Partners left its Novartis share count unchanged in Q4 2016.
Novartis made up 0.46% of Saddle Road Partners's portfolio in Q4 2016, its #52 holding.
Saddle Road Partners first reported a position in Novartis in Q4 2015 and has held it in 5 quarters since.
Saddle Road Partners's Novartis position peaked at $1.07M in Q4 2015.
904 funds tracked by Wall St. Rank held Novartis as of Q4 2016.

Based on Saddle Road Partners's 13F filing for Q4 2016, filed 6 Jan 2017.