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Sentry Investment Management’s Novartis NVS Stock Holding History

Sentry Investment 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
2013
Q4 		– Sell
-13,727
Closed -$944K – 534
2013
Q3 		$944K Hold
13,727
– – 0.06% 253
2013
Q2 		$870K Buy
+13,727
New +$893K 0.05% 177

Other funds holding NVS

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Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Sentry Investment Management's NVS Position: Q4 2013 in Review

Sentry Investment Management sold out of Novartis (NVS) in Q4 2013, closing a stake of 13,727 shares — an estimated $944K sold.

Sentry Investment Management first reported a position in NVS in Q2 2013 and held it in 2 quarters. The position peaked at $944K in Q3 2013. 816 funds tracked by Wall St. Rank hold NVS as of Q4 2013.

  • Sentry Investment Management reported no remaining Novartis position as of Q4 2013 after selling out during the quarter.
  • Sentry Investment Management sold 13,727 Novartis shares in Q4 2013, an estimated $944K.
  • Sentry Investment Management first reported a position in Novartis in Q2 2013 and held it in 2 quarters.
  • Sentry Investment Management's Novartis position peaked at $944K in Q3 2013.
  • 816 funds tracked by Wall St. Rank held Novartis as of Q4 2013.

Based on Sentry Investment Management's 13F filing for Q4 2013, filed 10 Feb 2014.