Welch Investments’s Novartis NVS Stock Holding History

Welch Investments’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
2017 Q4	$4.88M	Buy	64,854 +1,542	+2%	+$116K	3.1%	19
2017 Q3	$4.87M	Buy	63,312 +2,266	+4%	+$171K	3.36%	8
2017 Q2	$4.57M	Buy	61,046 +2,755	+5%	+$195K	3.39%	6
2017 Q1	$3.88M	Buy	58,291 +10,695	+22%	+$713K	3.08%	26
2016 Q4	$3.11M	Buy	+47,596	New	+$3.09M	2.72%	29

Other funds holding NVS

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Welch Investments's NVS Position: Q4 2017 in Review

Welch Investments increased its Novartis (NVS) stake by 2.4% in Q4 2017, buying an estimated $116K and bringing the position to 64,854 shares worth $4.88M. The position accounts for 3.1% of the portfolio, ranked #19.

Welch Investments first reported a position in NVS in Q4 2016 and has held it in 5 quarters since. 1,006 funds tracked by Wall St. Rank hold NVS as of Q4 2017.

Welch Investments held 64,854 shares of Novartis worth $4.88M as of Q4 2017.
Welch Investments bought 1,542 Novartis shares in Q4 2017, an estimated $116K.
Novartis made up 3.1% of Welch Investments's portfolio in Q4 2017, its #19 holding.
Welch Investments first reported a position in Novartis in Q4 2016 and has held it in 5 quarters since.
1,006 funds tracked by Wall St. Rank held Novartis as of Q4 2017.

Based on Welch Investments's 13F filing for Q4 2017, filed 30 Jan 2018.