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Voit & Company’s Novartis NVS Stock Holding History

Voit & Company’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
Q3 		$5K Buy
+1,700
New +$147K ﹤0.01% 51
2020
Q2 		– Sell
-2,900
Closed -$4K – 56
2020
Q1 		$4K Sell
2,900
-12,400
-81% -$1.11M ﹤0.01% 59
2019
Q4 		$33K Buy
+15,300
New +$1.37M 0.03% 59

Other funds holding NVS

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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 $295B AUM 31.6% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Voit & Company's NVS Position: Q3 2020 in Review

Voit & Company reduced its Novartis (NVS) stake by 13% in Q3 2020, selling an estimated $171K and leaving 12,960 shares worth $1.13M. The position accounts for 1.09% of the portfolio, ranked #26.

Voit & Company first reported a position in NVS in Q1 2020 and has held it in 3 quarters since. The position peaked at $1.3M in Q2 2020. 1,119 funds tracked by Wall St. Rank hold NVS as of Q3 2020.

  • Voit & Company held 12,960 shares of Novartis worth $1.13M as of Q3 2020.
  • Voit & Company sold 1,975 Novartis shares in Q3 2020, an estimated $171K.
  • Novartis made up 1.09% of Voit & Company's portfolio in Q3 2020, its #26 holding.
  • Voit & Company first reported a position in Novartis in Q1 2020 and has held it in 3 quarters since.
  • Voit & Company's Novartis position peaked at $1.3M in Q2 2020.
  • 1,119 funds tracked by Wall St. Rank held Novartis as of Q3 2020.

Based on Voit & Company's 13F filing for Q3 2020, filed 30 Oct 2020.