Senzar Asset Management’s Novartis NVS Stock Holding History

Senzar 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
2018 Q2	–	Sell	-142,067	Closed	-$10.3M	–	32
2018 Q1	$10.3M	Sell	142,067 -86,601	-38%	-$6.59M	3.25%	12
2017 Q4	$17.2M	Buy	+228,668	New	+$17.3M	4.39%	8

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Senzar Asset Management's NVS Position: Q2 2018 in Review

Senzar Asset Management sold out of Novartis (NVS) in Q2 2018, closing a stake of 142,067 shares — an estimated $10.3M sold.

Senzar Asset Management first reported a position in NVS in Q4 2017 and held it in 2 quarters. The position peaked at $17.2M in Q4 2017. 987 funds tracked by Wall St. Rank hold NVS as of Q2 2018.

Senzar Asset Management reported no remaining Novartis position as of Q2 2018 after selling out during the quarter.
Senzar Asset Management sold 142,067 Novartis shares in Q2 2018, an estimated $10.3M.
Senzar Asset Management first reported a position in Novartis in Q4 2017 and held it in 2 quarters.
Senzar Asset Management's Novartis position peaked at $17.2M in Q4 2017.
987 funds tracked by Wall St. Rank held Novartis as of Q2 2018.

Based on Senzar Asset Management's 13F filing for Q2 2018, filed 13 Aug 2018.