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Vista Investment Management’s Novartis NVS Stock Holding History

Vista Investment 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
2021
Q2 		– Sell
-3,049
Closed -$261K – 160
2021
Q1 		$261K Sell
3,049
-420
-12% -$37.7K 0.16% 131
2020
Q4 		$328K Sell
3,469
-524
-13% -$45.8K 0.22% 116
2020
Q3 		$347K Sell
3,993
-79
-2% -$6.84K 0.26% 103
2020
Q2 		$356K Buy
+4,072
New +$351K 0.31% 98

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 $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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

Vista Investment Management's NVS Position: Q2 2021 in Review

Vista Investment Management sold out of Novartis (NVS) in Q2 2021, closing a stake of 3,049 shares — an estimated $261K sold.

Vista Investment Management first reported a position in NVS in Q2 2020 and held it in 4 quarters. The position peaked at $356K in Q2 2020. 1,120 funds tracked by Wall St. Rank hold NVS as of Q2 2021.

  • Vista Investment Management reported no remaining Novartis position as of Q2 2021 after selling out during the quarter.
  • Vista Investment Management sold 3,049 Novartis shares in Q2 2021, an estimated $261K.
  • Vista Investment Management first reported a position in Novartis in Q2 2020 and held it in 4 quarters.
  • Vista Investment Management's Novartis position peaked at $356K in Q2 2020.
  • 1,120 funds tracked by Wall St. Rank held Novartis as of Q2 2021.

Based on Vista Investment Management's 13F filing for Q2 2021, filed 16 Aug 2021.