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United Services Automobile Association’s Novartis NVS Stock Holding History

United Services Automobile Association’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 		– Sell
-346,656
Closed -$31.7M – 1301
2019
Q2 		$31.7M Sell
346,656
-47,082
-12% -$3.98M 0.08% 285
2019
Q1 		$33.9M Sell
393,738
-9,074
-2% -$728K 0.09% 269
2018
Q4 		$31M Sell
402,812
-9,158
-2% -$713K 0.09% 253
2018
Q3 		$31.8M Sell
411,970
-34,601
-8% -$2.56M 0.08% 270
2018
Q2 		$30.2M Sell
446,571
-260,898
-37% -$18M 0.08% 271
2018
Q1 		$51.3M Sell
707,469
-3,248
-0.5% -$247K 0.14% 176
2017
Q4 		$53.5M Sell
710,717
-3,152
-0.4% -$238K 0.15% 161
2017
Q3 		$54.9M Buy
713,869
+5,119
+0.7% +$387K 0.16% 151
2017
Q2 		$53M Buy
708,750
+700
+0.1% +$49.6K 0.16% 158
2017
Q1 		$47.1M Buy
708,050
+29,246
+4% +$1.95M 0.15% 170
2016
Q4 		$44.3M Sell
678,804
-7,234
-1% -$469K 0.15% 170
2016
Q3 		$48.5M Sell
686,038
-7,043
-1% -$513K 0.16% 148
2016
Q2 		$51.2M Sell
693,081
-134,629
-16% -$9.3M 0.18% 128
2016
Q1 		$53.7M Sell
827,710
-286,931
-26% -$19.5M 0.19% 124
2015
Q4 		$85.9M Sell
1,114,641
-68,106
-6% -$5.41M 0.31% 73
2015
Q3 		$97.4M Sell
1,182,747
-172,838
-13% -$15.4M 0.36% 57
2015
Q2 		$119M Sell
1,355,585
-95,207
-7% -$8.73M 0.42% 48
2015
Q1 		$128M Buy
1,450,792
+38,984
+3% +$3.46M 0.45% 44
2014
Q4 		$117M Buy
1,411,808
+64,917
+5% +$5.38M 0.41% 54
2014
Q3 		$114M Buy
1,346,891
+12,988
+1% +$1.05M 0.41% 54
2014
Q2 		$108M Buy
1,333,903
+17,660
+1% +$1.39M 0.4% 57
2014
Q1 		$100M Buy
1,316,243
+42,982
+3% +$3.13M 0.39% 57
2013
Q4 		$91.7M Buy
1,273,261
+110,938
+10% +$7.71M 0.36% 58
2013
Q3 		$79.9M Buy
1,162,323
+112,677
+11% +$7.45M 0.34% 69
2013
Q2 		$66.5M Buy
+1,049,646
New +$68.3M 0.31% 77

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

United Services Automobile Association's NVS Position: Q3 2019 in Review

United Services Automobile Association sold out of Novartis (NVS) in Q3 2019, closing a stake of 346,656 shares — an estimated $31.7M sold.

United Services Automobile Association first reported a position in NVS in Q2 2013 and held it in 25 quarters. The position peaked at $128M in Q1 2015. 1,091 funds tracked by Wall St. Rank hold NVS as of Q3 2019.

  • United Services Automobile Association reported no remaining Novartis position as of Q3 2019 after selling out during the quarter.
  • United Services Automobile Association sold 346,656 Novartis shares in Q3 2019, an estimated $31.7M.
  • United Services Automobile Association first reported a position in Novartis in Q2 2013 and held it in 25 quarters.
  • United Services Automobile Association's Novartis position peaked at $128M in Q1 2015.
  • 1,091 funds tracked by Wall St. Rank held Novartis as of Q3 2019.

Based on United Services Automobile Association's 13F filing for Q3 2019, filed 13 Nov 2019.