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tru Independence’s Novartis NVS Stock Holding History

tru Independence’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
2021
Q1 		– Sell
-1,675
Closed -$158 – 574
2020
Q4 		$158 Buy
1,675
+53
+3% +$4.63K ﹤0.01% 438
2020
Q3 		$141K Sell
1,622
-394
-20% -$34.1K 0.04% 174
2020
Q2 		$176 Sell
2,016
-75
-4% -$6.47K 0.03% 260
2020
Q1 		$172 Hold
2,091
– – 0.03% 208
2019
Q4 		$172K Buy
+2,091
New +$188K 0.02% 256

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

tru Independence's NVS Position: Q1 2021 in Review

tru Independence sold out of Novartis (NVS) in Q1 2021, closing a stake of 1,675 shares — an estimated $158 sold.

tru Independence first reported a position in NVS in Q4 2019 and held it in 5 quarters. The position peaked at $172K in Q4 2019. 1,135 funds tracked by Wall St. Rank hold NVS as of Q1 2021.

  • tru Independence reported no remaining Novartis position as of Q1 2021 after selling out during the quarter.
  • tru Independence sold 1,675 Novartis shares in Q1 2021, an estimated $158.
  • tru Independence first reported a position in Novartis in Q4 2019 and held it in 5 quarters.
  • tru Independence's Novartis position peaked at $172K in Q4 2019.
  • 1,135 funds tracked by Wall St. Rank held Novartis as of Q1 2021.

Based on tru Independence's 13F filing for Q1 2021, filed 20 May 2021.