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Senator Investment Group’s Novartis NVS Stock Holding History

Senator Investment 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
Q2 		– Sell
-669,600
Closed -$57.7M – 57
2019
Q1 		$57.7M Buy
669,600
+267,840
+67% +$21.5M 1.3% 29
2018
Q4 		$30.9M Buy
+401,760
New +$31.3M 0.86% 27

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Senator Investment Group's NVS Position: Q2 2019 in Review

Senator Investment Group sold out of Novartis (NVS) in Q2 2019, closing a stake of 669,600 shares — an estimated $57.7M sold.

Senator Investment Group first reported a position in NVS in Q4 2018 and held it in 2 quarters. The position peaked at $57.7M in Q1 2019. 1,094 funds tracked by Wall St. Rank hold NVS as of Q2 2019.

  • Senator Investment Group reported no remaining Novartis position as of Q2 2019 after selling out during the quarter.
  • Senator Investment Group sold 669,600 Novartis shares in Q2 2019, an estimated $57.7M.
  • Senator Investment Group first reported a position in Novartis in Q4 2018 and held it in 2 quarters.
  • Senator Investment Group's Novartis position peaked at $57.7M in Q1 2019.
  • 1,094 funds tracked by Wall St. Rank held Novartis as of Q2 2019.

Based on Senator Investment Group's 13F filing for Q2 2019, filed 14 Aug 2019.