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Sowa Financial Group’s Novartis NVS Stock Holding History

Sowa Financial Group’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
-19
Closed -$2K – 312
2020
Q2 		$2K Hold
19
– – ﹤0.01% 328
2020
Q1 		$2K Hold
19
– – ﹤0.01% 320
2019
Q4 		$2K Buy
+19
New +$1.71K ﹤0.01% 336

Other funds holding NVS

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sowa Financial Group's NVS Position: Q3 2020 in Review

Sowa Financial Group sold out of Novartis (NVS) in Q3 2020, closing a stake of 19 shares — an estimated $2K sold.

Sowa Financial Group first reported a position in NVS in Q4 2019 and held it in 3 quarters. The position peaked at $2K in Q2 2020. 1,118 funds tracked by Wall St. Rank hold NVS as of Q3 2020.

  • Sowa Financial Group reported no remaining Novartis position as of Q3 2020 after selling out during the quarter.
  • Sowa Financial Group sold 19 Novartis shares in Q3 2020, an estimated $2K.
  • Sowa Financial Group first reported a position in Novartis in Q4 2019 and held it in 3 quarters.
  • Sowa Financial Group's Novartis position peaked at $2K in Q2 2020.
  • 1,118 funds tracked by Wall St. Rank held Novartis as of Q3 2020.

Based on Sowa Financial Group's 13F filing for Q3 2020, filed 6 Oct 2020.