Shine Investment Advisory Services’s Novartis NVS Stock Holding History

Shine Investment Advisory Services’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	$81K	Hold	930	–	–	0.03%	223
2020 Q2	$81K	Buy	930 +86	+10%	+$7.42K	0.03%	222
2020 Q1	$70K	Sell	844 -213	-20%	-$19K	0.03%	226
2019 Q4	$100K	Buy	1,057 +250	+31%	+$22.4K	0.04%	212
2019 Q3	$70K	Hold	807	–	–	0.03%	242
2019 Q2	$74K	Sell	807 -114	-12%	-$9.65K	0.03%	232
2019 Q1	$79K	Sell	921 -474	-34%	-$38.1K	0.04%	223
2018 Q4	$107K	Sell	1,395 -147	-10%	-$11.4K	0.05%	161
2018 Q3	$119K	Buy	1,542 +28	+2%	+$2.07K	0.06%	155
2018 Q2	$103K	Buy	1,514 +491	+48%	+$33.9K	0.05%	170
2018 Q1	$74K	Buy	1,023 +195	+24%	+$14.8K	0.04%	227
2017 Q4	$62K	Hold	828	–	–	0.03%	257
2017 Q3	$64K	Hold	828	–	–	0.03%	249
2017 Q2	$62K	Buy	+828	New	+$58.7K	0.03%	238

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

Shine Investment Advisory Services's NVS Position: Q3 2020 in Review

Shine Investment Advisory Services held its Novartis (NVS) position steady in Q3 2020 at 930 shares worth $81K. The position accounts for 0.03% of the portfolio, ranked #223.

Shine Investment Advisory Services first reported a position in NVS in Q2 2017 and has held it in 14 quarters since. The position peaked at $119K in Q3 2018. 1,119 funds tracked by Wall St. Rank hold NVS as of Q3 2020.

Shine Investment Advisory Services held 930 shares of Novartis worth $81K as of Q3 2020.
Shine Investment Advisory Services left its Novartis share count unchanged in Q3 2020.
Novartis made up 0.03% of Shine Investment Advisory Services's portfolio in Q3 2020, its #223 holding.
Shine Investment Advisory Services first reported a position in Novartis in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's Novartis position peaked at $119K in Q3 2018.
1,119 funds tracked by Wall St. Rank held Novartis as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.