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Westchester Capital Management (New York)’s Novartis NVS Stock Holding History

Westchester Capital Management (New York)’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
2014
Q1 		– Sell
-546,505
Closed -$39.8M – 155
2013
Q4 		$39.4M Buy
+546,505
New +$38M 0.58% 61

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U
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Northern Trust
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MAA
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Loomis, Sayles & Company
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Westchester Capital Management (New York)'s NVS Position: Q1 2014 in Review

Westchester Capital Management (New York) sold out of Novartis (NVS) in Q1 2014, closing a stake of 546,505 shares — an estimated $39.8M sold.

Westchester Capital Management (New York) first reported a position in NVS in Q4 2013 and held it in 1 quarter. The position peaked at $39.4M in Q4 2013. 831 funds tracked by Wall St. Rank hold NVS as of Q1 2014.

  • Westchester Capital Management (New York) reported no remaining Novartis position as of Q1 2014 after selling out during the quarter.
  • Westchester Capital Management (New York) sold 546,505 Novartis shares in Q1 2014, an estimated $39.8M.
  • Westchester Capital Management (New York) first reported a position in Novartis in Q4 2013 and held it in 1 quarter.
  • Westchester Capital Management (New York)'s Novartis position peaked at $39.4M in Q4 2013.
  • 831 funds tracked by Wall St. Rank held Novartis as of Q1 2014.

Based on Westchester Capital Management (New York)'s 13F filing for Q1 2014, filed 15 May 2014.