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swisspartners Advisors’s Novartis NVS Stock Holding History

swisspartners Advisors’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
Q3 		– Sell
-15,450
Closed -$1.41M – 36
2021
Q2 		$1.41M Hold
15,450
– – 1.1% 21
2021
Q1 		$1.32M Buy
+15,450
New +$1.39M 1.17% 20

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

swisspartners Advisors's NVS Position: Q3 2021 in Review

swisspartners Advisors sold out of Novartis (NVS) in Q3 2021, closing a stake of 15,450 shares — an estimated $1.41M sold.

swisspartners Advisors first reported a position in NVS in Q1 2021 and held it in 2 quarters. The position peaked at $1.41M in Q2 2021. 1,080 funds tracked by Wall St. Rank hold NVS as of Q3 2021.

  • swisspartners Advisors reported no remaining Novartis position as of Q3 2021 after selling out during the quarter.
  • swisspartners Advisors sold 15,450 Novartis shares in Q3 2021, an estimated $1.41M.
  • swisspartners Advisors first reported a position in Novartis in Q1 2021 and held it in 2 quarters.
  • swisspartners Advisors's Novartis position peaked at $1.41M in Q2 2021.
  • 1,080 funds tracked by Wall St. Rank held Novartis as of Q3 2021.

Based on swisspartners Advisors's 13F filing for Q3 2021, filed 17 Nov 2021.