Sicart Associates’s Novartis NVS Stock Holding History

Sicart Associates’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 Q1	–	Sell	-25,668	Closed	-$1.93M	–	97
2017 Q4	$1.93M	Hold	25,668	–	–	1.02%	30
2017 Q3	$1.98M	Hold	25,668	–	–	1.41%	21
2017 Q2	$1.92M	Hold	25,668	–	–	1.4%	21
2017 Q1	$1.71M	Hold	25,668	–	–	1.23%	23
2016 Q4	$1.68M	Buy	+25,668	New	+$1.67M	1.16%	29

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 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

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

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

Sicart Associates's NVS Position: Q1 2018 in Review

Sicart Associates sold out of Novartis (NVS) in Q1 2018, closing a stake of 25,668 shares — an estimated $1.93M sold.

Sicart Associates first reported a position in NVS in Q4 2016 and held it in 5 quarters. The position peaked at $1.98M in Q3 2017. 1,012 funds tracked by Wall St. Rank hold NVS as of Q1 2018.

Sicart Associates reported no remaining Novartis position as of Q1 2018 after selling out during the quarter.
Sicart Associates sold 25,668 Novartis shares in Q1 2018, an estimated $1.93M.
Sicart Associates first reported a position in Novartis in Q4 2016 and held it in 5 quarters.
Sicart Associates's Novartis position peaked at $1.98M in Q3 2017.
1,012 funds tracked by Wall St. Rank held Novartis as of Q1 2018.

Based on Sicart Associates's 13F filing for Q1 2018, filed 12 Apr 2018.