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Squar Milner Financial Services’s Novartis NVS Stock Holding History

Squar Milner Financial 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
Q2 		– Sell
-2,033
Closed -$167K – 533
2020
Q1 		$167K Sell
2,033
-2,173
-52% -$194K 0.1% 190
2019
Q4 		$398K Buy
4,206
+1,741
+71% +$156K 0.2% 112
2019
Q3 		$214K Buy
2,465
+469
+23% +$42.1K 0.11% 202
2019
Q2 		$182K Buy
1,996
+168
+9% +$14.2K 0.12% 176
2019
Q1 		$157K Buy
1,828
+316
+21% +$25.4K 0.12% 199
2018
Q4 		$116K Buy
1,512
+183
+14% +$14.2K 0.11% 205
2018
Q3 		$103K Sell
1,329
-41
-3% -$3.03K 0.09% 238
2018
Q2 		$93K Buy
+1,370
New +$94.5K 0.08% 258

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Squar Milner Financial Services's NVS Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Novartis (NVS) in Q2 2020, closing a stake of 2,033 shares — an estimated $167K sold.

Squar Milner Financial Services first reported a position in NVS in Q2 2018 and held it in 8 quarters. The position peaked at $398K in Q4 2019. 1,129 funds tracked by Wall St. Rank hold NVS as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Novartis position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 2,033 Novartis shares in Q2 2020, an estimated $167K.
  • Squar Milner Financial Services first reported a position in Novartis in Q2 2018 and held it in 8 quarters.
  • Squar Milner Financial Services's Novartis position peaked at $398K in Q4 2019.
  • 1,129 funds tracked by Wall St. Rank held Novartis as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.