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Weaver Consulting Group’s Novartis NVS Stock Holding History

Weaver Consulting Group’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
Q4 		– Sell
-410
Closed -$36K – 638
2020
Q3 		$36K Hold
410
– – 0.02% 311
2020
Q2 		$36K Buy
410
+130
+46% +$11.2K 0.02% 302
2020
Q1 		$23K Buy
280
+46
+20% +$4.1K 0.02% 314
2019
Q4 		$20K Hold
234
– – 0.01% 363
2019
Q3 		$21K Hold
234
– – 0.01% 340
2019
Q2 		$21K Sell
234
-27
-10% -$2.29K 0.01% 337
2019
Q1 		$21K Buy
+261
New +$21K 0.01% 721

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Weaver Consulting Group's NVS Position: Q4 2020 in Review

Weaver Consulting Group sold out of Novartis (NVS) in Q4 2020, closing a stake of 410 shares — an estimated $36K sold.

Weaver Consulting Group first reported a position in NVS in Q1 2019 and held it in 7 quarters. The position peaked at $36K in Q3 2020. 1,176 funds tracked by Wall St. Rank hold NVS as of Q4 2020.

  • Weaver Consulting Group reported no remaining Novartis position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 410 Novartis shares in Q4 2020, an estimated $36K.
  • Weaver Consulting Group first reported a position in Novartis in Q1 2019 and held it in 7 quarters.
  • Weaver Consulting Group's Novartis position peaked at $36K in Q3 2020.
  • 1,176 funds tracked by Wall St. Rank held Novartis as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.