Vectors Research Management’s Novartis NVS Stock Holding History

Vectors Research 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
2020 Q2	–	Sell	-16	Closed	-$1K	–	492
2020 Q1	$1K	Hold	16	–	–	﹤0.01%	466
2019 Q4	$2K	Hold	16	–	–	﹤0.01%	498
2019 Q3	$1K	Hold	16	–	–	﹤0.01%	464
2019 Q2	$1K	Sell	16 -2	-11%	-$169	﹤0.01%	413
2019 Q1	$2K	Hold	18	–	–	﹤0.01%	391
2018 Q4	$1K	Hold	18	–	–	﹤0.01%	637
2018 Q3	$1K	Buy	+18	New	+$1.33K	﹤0.01%	469

Other funds holding NVS

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

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

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

Vectors Research Management's NVS Position: Q2 2020 in Review

Vectors Research Management sold out of Novartis (NVS) in Q2 2020, closing a stake of 16 shares — an estimated $1K sold.

Vectors Research Management first reported a position in NVS in Q3 2018 and held it in 7 quarters. The position peaked at $2K in Q4 2019. 1,128 funds tracked by Wall St. Rank hold NVS as of Q2 2020.

Vectors Research Management reported no remaining Novartis position as of Q2 2020 after selling out during the quarter.
Vectors Research Management sold 16 Novartis shares in Q2 2020, an estimated $1K.
Vectors Research Management first reported a position in Novartis in Q3 2018 and held it in 7 quarters.
Vectors Research Management's Novartis position peaked at $2K in Q4 2019.
1,128 funds tracked by Wall St. Rank held Novartis as of Q2 2020.

Based on Vectors Research Management's 13F filing for Q2 2020, filed 13 Aug 2020.