Seneca House Advisors’s Novartis NVS Stock Holding History

Seneca House Advisors’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
2020 Q3	–	Sell	-2,333	Closed	-$204K	–	72
2020 Q2	$204K	Buy	+2,333	New	+$201K	0.17%	68
2020 Q1	–	Sell	-2,222	Closed	-$210K	–	76
2019 Q4	$210K	Buy	+2,222	New	+$199K	0.18%	85
2018 Q3	–	Sell	-2,969	Closed	-$201K	–	102
2018 Q2	$201K	Buy	2,969 +62	+2%	+$4.28K	0.16%	95
2018 Q1	$211K	Hold	2,907	–	–	0.18%	91
2017 Q4	$219K	Buy	+2,907	New	+$219K	0.19%	91

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

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

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

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

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

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

Seneca House Advisors's NVS Position: Q3 2020 in Review

Seneca House Advisors sold out of Novartis (NVS) in Q3 2020, closing a stake of 2,333 shares — an estimated $204K sold.

Seneca House Advisors first reported a position in NVS in Q4 2017 and held it in 5 quarters. The position peaked at $219K in Q4 2017. 1,118 funds tracked by Wall St. Rank hold NVS as of Q3 2020.

Seneca House Advisors reported no remaining Novartis position as of Q3 2020 after selling out during the quarter.
Seneca House Advisors sold 2,333 Novartis shares in Q3 2020, an estimated $204K.
Seneca House Advisors first reported a position in Novartis in Q4 2017 and held it in 5 quarters.
Seneca House Advisors's Novartis position peaked at $219K in Q4 2017.
1,118 funds tracked by Wall St. Rank held Novartis as of Q3 2020.

Based on Seneca House Advisors's 13F filing for Q3 2020, filed 10 Nov 2020.