USCA RIA’s Novartis NVS Stock Holding History

USCA RIA’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
2015 Q4	–	Sell	-335	Closed	-$1K	–	385
2015 Q3	$1K	Buy	+335	New	+$29.8K	﹤0.01%	366

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

USCA RIA's NVS Position: Q2 2021 in Review

USCA RIA increased its Novartis (NVS) stake by 1.9% in Q2 2021, buying an estimated $153K and bringing the position to 90,427 shares worth $8.25M. The position accounts for 0.5% of the portfolio, ranked #50.

USCA RIA first reported a position in NVS in Q2 2014 and has held it in 29 quarters since. 1,119 funds tracked by Wall St. Rank hold NVS as of Q2 2021.

USCA RIA held 90,427 shares of Novartis worth $8.25M as of Q2 2021.
USCA RIA bought 1,716 Novartis shares in Q2 2021, an estimated $153K.
Novartis made up 0.5% of USCA RIA's portfolio in Q2 2021, its #50 holding.
USCA RIA first reported a position in Novartis in Q2 2014 and has held it in 29 quarters since.
1,119 funds tracked by Wall St. Rank held Novartis as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.