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Sullivan, Bruyette, Speros & Blaney’s Novartis NVS Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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
2021
Q1 		– Sell
-1,210
Closed -$114K – 423
2020
Q4 		$114K Buy
+1,210
New +$106K 0.01% 373
2020
Q1 		– Sell
-1,335
Closed -$126K – 330
2019
Q4 		$126K Buy
+1,335
New +$120K 0.01% 311

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sullivan, Bruyette, Speros & Blaney's NVS Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney sold out of Novartis (NVS) in Q1 2021, closing a stake of 1,210 shares — an estimated $114K sold.

Sullivan, Bruyette, Speros & Blaney first reported a position in NVS in Q4 2019 and held it in 2 quarters. The position peaked at $126K in Q4 2019. 1,136 funds tracked by Wall St. Rank hold NVS as of Q1 2021.

  • Sullivan, Bruyette, Speros & Blaney reported no remaining Novartis position as of Q1 2021 after selling out during the quarter.
  • Sullivan, Bruyette, Speros & Blaney sold 1,210 Novartis shares in Q1 2021, an estimated $114K.
  • Sullivan, Bruyette, Speros & Blaney first reported a position in Novartis in Q4 2019 and held it in 2 quarters.
  • Sullivan, Bruyette, Speros & Blaney's Novartis position peaked at $126K in Q4 2019.
  • 1,136 funds tracked by Wall St. Rank held Novartis as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.