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TBH Global Asset Management’s Novartis NVS Stock Holding History

TBH Global Asset Management’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
-3,400
Closed -$280K – 167
2020
Q1 		$280K Buy
+3,400
New +$303K 0.12% 125

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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

TBH Global Asset Management's NVS Position: Q2 2020 in Review

TBH Global Asset Management sold out of Novartis (NVS) in Q2 2020, closing a stake of 3,400 shares — an estimated $280K sold.

TBH Global Asset Management first reported a position in NVS in Q1 2020 and held it in 1 quarter. The position peaked at $280K in Q1 2020. 1,128 funds tracked by Wall St. Rank hold NVS as of Q2 2020.

  • TBH Global Asset Management reported no remaining Novartis position as of Q2 2020 after selling out during the quarter.
  • TBH Global Asset Management sold 3,400 Novartis shares in Q2 2020, an estimated $280K.
  • TBH Global Asset Management first reported a position in Novartis in Q1 2020 and held it in 1 quarter.
  • TBH Global Asset Management's Novartis position peaked at $280K in Q1 2020.
  • 1,128 funds tracked by Wall St. Rank held Novartis as of Q2 2020.

Based on TBH Global Asset Management's 13F filing for Q2 2020, filed 23 Jul 2020.