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Wasatch Advisors’s Novartis NVS Stock Holding History

Wasatch Advisors’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
2018
Q3 		– Sell
-43,829
Closed -$2.97M – 263
2018
Q2 		$2.97M Hold
43,829
– – 0.04% 198
2018
Q1 		$3.17M Sell
43,829
-448
-1% -$34.1K 0.04% 189
2017
Q4 		$3.33M Buy
44,277
+44
+0.1% +$3.32K 0.04% 177
2017
Q3 		$3.4M Buy
44,233
+86
+0.2% +$6.5K 0.05% 192
2017
Q2 		$3.3M Sell
44,147
-6,479
-13% -$459K 0.05% 191
2017
Q1 		$3.37M Sell
50,626
-14,024
-22% -$935K 0.05% 205
2016
Q4 		$4.22M Sell
64,650
-94,396
-59% -$6.12M 0.06% 188
2016
Q3 		$11.3M Hold
159,046
– – 0.17% 124
2016
Q2 		$11.8M Sell
159,046
-17,185
-10% -$1.19M 0.18% 122
2016
Q1 		$11.5M Sell
176,231
-45,435
-20% -$3.09M 0.18% 129
2015
Q4 		$17.1M Sell
221,666
-45,703
-17% -$3.63M 0.24% 114
2015
Q3 		$22M Sell
267,369
-34,261
-11% -$3.05M 0.29% 106
2015
Q2 		$26.6M Sell
301,630
-18,749
-6% -$1.72M 0.29% 111
2015
Q1 		$28.3M Sell
320,379
-37,944
-11% -$3.37M 0.29% 108
2014
Q4 		$29.8M Hold
358,323
– – 0.31% 106
2014
Q3 		$30.2M Hold
358,323
– – 0.32% 109
2014
Q2 		$29.1M Hold
358,323
– – 0.28% 122
2014
Q1 		$27.3M Sell
358,323
-46,673
-12% -$3.4M 0.26% 117
2013
Q4 		$29.2M Hold
404,996
– – 0.29% 124
2013
Q3 		$27.8M Hold
404,996
– – 0.29% 117
2013
Q2 		$25.7M Buy
+404,996
New +$26.3M 0.28% 114

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Wasatch Advisors's NVS Position: Q3 2018 in Review

Wasatch Advisors sold out of Novartis (NVS) in Q3 2018, closing a stake of 43,829 shares — an estimated $2.97M sold.

Wasatch Advisors first reported a position in NVS in Q2 2013 and held it in 21 quarters. The position peaked at $30.2M in Q3 2014. 1,028 funds tracked by Wall St. Rank hold NVS as of Q3 2018.

  • Wasatch Advisors reported no remaining Novartis position as of Q3 2018 after selling out during the quarter.
  • Wasatch Advisors sold 43,829 Novartis shares in Q3 2018, an estimated $2.97M.
  • Wasatch Advisors first reported a position in Novartis in Q2 2013 and held it in 21 quarters.
  • Wasatch Advisors's Novartis position peaked at $30.2M in Q3 2014.
  • 1,028 funds tracked by Wall St. Rank held Novartis as of Q3 2018.

Based on Wasatch Advisors's 13F filing for Q3 2018, filed 7 Nov 2018.