Tradition Asset Management’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$6.61M Buy
75,664
+8,973
+13% +$775K 1.89% 7
2020
Q1
$5.5M Buy
66,691
+12,100
+22% +$1.08M 1.84% 9
2019
Q4
$5.17M Buy
54,591
+7,523
+16% +$675K 1.26% 21
2019
Q3
$4.09M Sell
47,068
-4,190
-8% -$376K 1.06% 32
2019
Q2
$4.68M Buy
+51,258
New +$4.34M 1.22% 22

Other funds holding NVS

Tradition Asset Management's NVS Position: Q2 2020 in Review

Tradition Asset Management increased its Novartis (NVS) stake by 13% in Q2 2020, buying an estimated $775K and bringing the position to 75,664 shares worth $6.61M. The position accounts for 1.89% of the portfolio, ranked #7.

Tradition Asset Management first reported a position in NVS in Q2 2019 and has held it in 5 quarters since. 1,128 funds tracked by Wall St. Rank hold NVS as of Q2 2020.

  • Tradition Asset Management held 75,664 shares of Novartis worth $6.61M as of Q2 2020.
  • Tradition Asset Management bought 8,973 Novartis shares in Q2 2020, an estimated $775K.
  • Novartis made up 1.89% of Tradition Asset Management's portfolio in Q2 2020, its #7 holding.
  • Tradition Asset Management first reported a position in Novartis in Q2 2019 and has held it in 5 quarters since.
  • 1,128 funds tracked by Wall St. Rank held Novartis as of Q2 2020.

Based on Tradition Asset Management's 13F filing for Q2 2020, filed 6 Aug 2020.