Shorepoint Capital Partners’s Novartis NVS Stock Holding History

Shorepoint Capital Partners’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	-21,926	Closed	-$1.92M	–	78
2020 Q2	$1.92M	Sell	21,926 -2,965	-12%	-$256K	1.25%	35
2020 Q1	$2.05M	Buy	24,891 +129	+0.5%	+$11.5K	1.65%	25
2019 Q4	$2.35M	Sell	24,762 -1,183	-5%	-$106K	1.34%	29
2019 Q3	$2.25M	Sell	25,945 -1,388	-5%	-$125K	1.33%	30
2019 Q2	$2.5M	Sell	27,333 -2,445	-8%	-$207K	1.42%	26
2019 Q1	$2.56M	Buy	+29,778	New	+$2.39M	1.45%	27

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

Shorepoint Capital Partners's NVS Position: Q3 2020 in Review

Shorepoint Capital Partners sold out of Novartis (NVS) in Q3 2020, closing a stake of 21,926 shares — an estimated $1.92M sold.

Shorepoint Capital Partners first reported a position in NVS in Q1 2019 and held it in 6 quarters. The position peaked at $2.56M in Q1 2019. 1,118 funds tracked by Wall St. Rank hold NVS as of Q3 2020.

Shorepoint Capital Partners reported no remaining Novartis position as of Q3 2020 after selling out during the quarter.
Shorepoint Capital Partners sold 21,926 Novartis shares in Q3 2020, an estimated $1.92M.
Shorepoint Capital Partners first reported a position in Novartis in Q1 2019 and held it in 6 quarters.
Shorepoint Capital Partners's Novartis position peaked at $2.56M in Q1 2019.
1,118 funds tracked by Wall St. Rank held Novartis as of Q3 2020.

Based on Shorepoint Capital Partners's 13F filing for Q3 2020, filed 16 Nov 2020.