Tiverton Asset Management’s Novartis NVS Stock Holding History

Tiverton 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
2019 Q3	$356K	Hold	4,099	–	–	0.01%	466
2019 Q2	$375K	Sell	4,099 -417	-9%	-$35.3K	0.01%	451
2019 Q1	$389K	Hold	4,516	–	–	0.02%	411
2018 Q4	$348K	Hold	4,516	–	–	0.02%	263
2018 Q3	$349K	Hold	4,516	–	–	0.02%	279
2018 Q2	$306K	Buy	+4,516	New	+$312K	0.02%	281

Other funds holding NVS

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Tiverton Asset Management's NVS Position: Q3 2019 in Review

Tiverton Asset Management held its Novartis (NVS) position steady in Q3 2019 at 4,099 shares worth $356K. The position accounts for 0.01% of the portfolio, ranked #466.

Tiverton Asset Management first reported a position in NVS in Q2 2018 and has held it in 6 quarters since. The position peaked at $389K in Q1 2019. 1,090 funds tracked by Wall St. Rank hold NVS as of Q3 2019.

Tiverton Asset Management held 4,099 shares of Novartis worth $356K as of Q3 2019.
Tiverton Asset Management left its Novartis share count unchanged in Q3 2019.
Novartis made up 0.01% of Tiverton Asset Management's portfolio in Q3 2019, its #466 holding.
Tiverton Asset Management first reported a position in Novartis in Q2 2018 and has held it in 6 quarters since.
Tiverton Asset Management's Novartis position peaked at $389K in Q1 2019.
1,090 funds tracked by Wall St. Rank held Novartis as of Q3 2019.

Based on Tiverton Asset Management's 13F filing for Q3 2019, filed 13 Nov 2019.