Tyers Asset Management’s Novartis NVS Stock Holding History

Tyers 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	$1.54M	Buy	17,688 +1,826	+12%	+$164K	0.05%	271
2019 Q2	$1.45M	Buy	15,862 +7,416	+88%	+$628K	0.05%	270
2019 Q1	$728K	Buy	8,446 +2,185	+35%	+$175K	0.03%	368
2018 Q4	$481K	Sell	6,261 -11,294	-64%	-$879K	0.02%	416
2018 Q3	$1.35M	Buy	17,555 +958	+6%	+$70.8K	0.04%	255
2018 Q2	$1.12M	Buy	16,597 +1,915	+13%	+$132K	0.04%	277
2018 Q1	$1.06M	Buy	14,682 +1,669	+13%	+$127K	0.04%	262
2017 Q4	$979K	Hold	13,013	–	–	0.03%	287
2017 Q3	$1M	Hold	13,013	–	–	0.04%	276
2017 Q2	$973K	Hold	13,013	–	–	0.04%	285
2017 Q1	$866K	Hold	13,013	–	–	0.03%	306
2016 Q4	$849K	Buy	+13,013	New	+$844K	0.04%	279

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

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

Tyers Asset Management increased its Novartis (NVS) stake by 12% in Q3 2019, buying an estimated $164K and bringing the position to 17,688 shares worth $1.54M. The position accounts for 0.05% of the portfolio, ranked #271.

Tyers Asset Management first reported a position in NVS in Q4 2016 and has held it in 12 quarters since. 1,091 funds tracked by Wall St. Rank hold NVS as of Q3 2019.

Tyers Asset Management held 17,688 shares of Novartis worth $1.54M as of Q3 2019.
Tyers Asset Management bought 1,826 Novartis shares in Q3 2019, an estimated $164K.
Novartis made up 0.05% of Tyers Asset Management's portfolio in Q3 2019, its #271 holding.
Tyers Asset Management first reported a position in Novartis in Q4 2016 and has held it in 12 quarters since.
1,091 funds tracked by Wall St. Rank held Novartis as of Q3 2019.

Based on Tyers Asset Management's 13F filing for Q3 2019, filed 14 Nov 2019.