Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Novartis NVS Stock Holding History

Sumitomo Mitsui Trust 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
-5,915
Closed -$517K – 1126
2020
Q2 		$517K Sell
5,915
-1,550
-21% -$134K ﹤0.01% 1018
2020
Q1 		$615K Buy
+7,465
New +$666K ﹤0.01% 982

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

Sumitomo Mitsui Trust Group's NVS Position: Q3 2020 in Review

Sumitomo Mitsui Trust Group sold out of Novartis (NVS) in Q3 2020, closing a stake of 5,915 shares — an estimated $517K sold.

Sumitomo Mitsui Trust Group first reported a position in NVS in Q1 2020 and held it in 2 quarters. The position peaked at $615K in Q1 2020. 1,118 funds tracked by Wall St. Rank hold NVS as of Q3 2020.

  • Sumitomo Mitsui Trust Group reported no remaining Novartis position as of Q3 2020 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 5,915 Novartis shares in Q3 2020, an estimated $517K.
  • Sumitomo Mitsui Trust Group first reported a position in Novartis in Q1 2020 and held it in 2 quarters.
  • Sumitomo Mitsui Trust Group's Novartis position peaked at $615K in Q1 2020.
  • 1,118 funds tracked by Wall St. Rank held Novartis as of Q3 2020.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q3 2020, filed 30 Oct 2020.