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Tranquility Partners’s Novartis NVS Stock Holding History

Tranquility Partners’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
Q4 		– Sell
-2,887
Closed -$251K – 176
2020
Q3 		$251K Sell
2,887
-985
-25% -$85.3K 0.21% 124
2020
Q2 		$338K Sell
3,872
-1,005
-21% -$86.8K 0.32% 97
2020
Q1 		$402K Buy
4,877
+245
+5% +$21.9K 0.46% 62
2019
Q4 		$439K Hold
4,632
– – 0.4% 81
2019
Q3 		$403K Sell
4,632
-70
-1% -$6.29K 0.43% 76
2019
Q2 		$429K Buy
+4,702
New +$398K 0.46% 68

Other funds holding NVS

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Tranquility Partners's NVS Position: Q4 2020 in Review

Tranquility Partners sold out of Novartis (NVS) in Q4 2020, closing a stake of 2,887 shares — an estimated $251K sold.

Tranquility Partners first reported a position in NVS in Q2 2019 and held it in 6 quarters. The position peaked at $439K in Q4 2019. 1,176 funds tracked by Wall St. Rank hold NVS as of Q4 2020.

  • Tranquility Partners reported no remaining Novartis position as of Q4 2020 after selling out during the quarter.
  • Tranquility Partners sold 2,887 Novartis shares in Q4 2020, an estimated $251K.
  • Tranquility Partners first reported a position in Novartis in Q2 2019 and held it in 6 quarters.
  • Tranquility Partners's Novartis position peaked at $439K in Q4 2019.
  • 1,176 funds tracked by Wall St. Rank held Novartis as of Q4 2020.

Based on Tranquility Partners's 13F filing for Q4 2020, filed 29 Jan 2021.