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Waddell & Reed Financial’s Novartis NVS Stock Holding History

Waddell & Reed Financial’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
-721,177
Closed -$65.9M – 496
2019
Q2 		$65.9M Buy
721,177
+28,243
+4% +$2.39M 0.16% 172
2019
Q1 		$59.7M Buy
692,934
+142,845
+26% +$11.5M 0.15% 183
2018
Q4 		$42.3M Buy
550,089
+1,440
+0.3% +$112K 0.12% 214
2018
Q3 		$42.4M Buy
+548,649
New +$40.6M 0.09% 245
2016
Q3 		– Sell
-305,003
Closed -$22.6M – 614
2016
Q2 		$22.6M Buy
305,003
+893
+0.3% +$61.7K 0.05% 286
2016
Q1 		$19.7M Buy
+304,110
New +$20.7M 0.04% 311

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
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Waddell & Reed Financial's NVS Position: Q3 2019 in Review

Waddell & Reed Financial sold out of Novartis (NVS) in Q3 2019, closing a stake of 721,177 shares — an estimated $65.9M sold.

Waddell & Reed Financial first reported a position in NVS in Q1 2016 and held it in 6 quarters. The position peaked at $65.9M in Q2 2019. 1,090 funds tracked by Wall St. Rank hold NVS as of Q3 2019.

  • Waddell & Reed Financial reported no remaining Novartis position as of Q3 2019 after selling out during the quarter.
  • Waddell & Reed Financial sold 721,177 Novartis shares in Q3 2019, an estimated $65.9M.
  • Waddell & Reed Financial first reported a position in Novartis in Q1 2016 and held it in 6 quarters.
  • Waddell & Reed Financial's Novartis position peaked at $65.9M in Q2 2019.
  • 1,090 funds tracked by Wall St. Rank held Novartis as of Q3 2019.

Based on Waddell & Reed Financial's 13F filing for Q3 2019, filed 14 Nov 2019.