Seelaus Asset Management’s Novartis NVS Stock Holding History

Seelaus 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
2019 Q4	–	Sell	-2,826	Closed	-$246K	–	174
2019 Q3	$246K	Hold	2,826	–	–	0.22%	124
2019 Q2	$258K	Sell	2,826 -328	-10%	-$27.8K	0.23%	119
2019 Q1	$272K	Buy	3,154 +7	+0.2%	+$562	0.25%	108
2018 Q4	$242K	Hold	3,147	–	–	0.26%	104
2018 Q3	$243K	Hold	3,147	–	–	0.2%	138
2018 Q2	$213K	Buy	3,147 +12	+0.4%	+$828	0.19%	146
2018 Q1	$227K	Hold	3,135	–	–	0.2%	143
2017 Q4	$236K	Buy	+3,135	New	+$237K	0.2%	142

Other funds holding NVS

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Seelaus Asset Management's NVS Position: Q4 2019 in Review

Seelaus Asset Management sold out of Novartis (NVS) in Q4 2019, closing a stake of 2,826 shares — an estimated $246K sold.

Seelaus Asset Management first reported a position in NVS in Q4 2017 and held it in 8 quarters. The position peaked at $272K in Q1 2019. 1,172 funds tracked by Wall St. Rank hold NVS as of Q4 2019.

Seelaus Asset Management reported no remaining Novartis position as of Q4 2019 after selling out during the quarter.
Seelaus Asset Management sold 2,826 Novartis shares in Q4 2019, an estimated $246K.
Seelaus Asset Management first reported a position in Novartis in Q4 2017 and held it in 8 quarters.
Seelaus Asset Management's Novartis position peaked at $272K in Q1 2019.
1,172 funds tracked by Wall St. Rank held Novartis as of Q4 2019.

Based on Seelaus Asset Management's 13F filing for Q4 2019, filed 31 Jan 2020.