Western Asset Management Company’s Novartis NVS Stock Holding History

Western Asset Management Company’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 Q3	–	Sell	-31	Closed	-$3K	–	182
2020 Q2	$3K	Buy	+31	New	+$2.68K	﹤0.01%	129
2018 Q3	–	Sell	-23	Closed	-$2K	–	22
2018 Q2	$2K	Buy	+23	New	+$1.59K	﹤0.01%	11

Other funds holding NVS

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

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

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

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

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

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Western Asset Management Company's NVS Position: Q3 2020 in Review

Western Asset Management Company sold out of Novartis (NVS) in Q3 2020, closing a stake of 31 shares — an estimated $3K sold.

Western Asset Management Company first reported a position in NVS in Q2 2018 and held it in 2 quarters. The position peaked at $3K in Q2 2020. 1,118 funds tracked by Wall St. Rank hold NVS as of Q3 2020.

Western Asset Management Company reported no remaining Novartis position as of Q3 2020 after selling out during the quarter.
Western Asset Management Company sold 31 Novartis shares in Q3 2020, an estimated $3K.
Western Asset Management Company first reported a position in Novartis in Q2 2018 and held it in 2 quarters.
Western Asset Management Company's Novartis position peaked at $3K in Q2 2020.
1,118 funds tracked by Wall St. Rank held Novartis as of Q3 2020.

Based on Western Asset Management Company's 13F filing for Q3 2020, filed 12 Nov 2020.