Tom Gayner’s Novartis NVS Stock Holding History

Tom Gayner’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
2018 Q2	–	Sell	-4,129	Closed	-$299K	–	146
2018 Q1	$299K	Hold	4,129	–	–	0.01%	135
2017 Q4	$311K	Hold	4,129	–	–	0.01%	136
2017 Q3	$318K	Hold	4,129	–	–	0.01%	138
2017 Q2	$309K	Hold	4,129	–	–	0.01%	135
2017 Q1	$275K	Hold	4,129	–	–	0.01%	132
2016 Q4	$270K	Hold	4,129	–	–	0.01%	132
2016 Q3	$292K	Hold	4,129	–	–	0.01%	127
2016 Q2	$305K	Hold	4,129	–	–	0.01%	128
2016 Q1	$268K	Buy	+4,129	New	+$281K	0.01%	128

Other funds holding NVS

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Tom Gayner's NVS Position: Q2 2018 in Review

Tom Gayner sold out of Novartis (NVS) in Q2 2018, closing a stake of 4,129 shares — an estimated $299K sold.

Tom Gayner first reported a position in NVS in Q1 2016 and held it in 9 quarters. The position peaked at $318K in Q3 2017. 988 funds tracked by Wall St. Rank hold NVS as of Q2 2018.

Tom Gayner reported no remaining Novartis position as of Q2 2018 after selling out during the quarter.
Tom Gayner sold 4,129 Novartis shares in Q2 2018, an estimated $299K.
Tom Gayner first reported a position in Novartis in Q1 2016 and held it in 9 quarters.
Tom Gayner's Novartis position peaked at $318K in Q3 2017.
988 funds tracked by Wall St. Rank held Novartis as of Q2 2018.

Based on Markel Group's 13F filing for Q2 2018, filed 3 Aug 2018.