Westfield Capital Management
NVS icon

Westfield Capital Management’s Novartis NVS Stock Holding History

Westfield Capital Management’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
-857,963
Closed -$74.9M – 253
2020
Q2 		$74.9M Sell
857,963
-394,721
-32% -$34.1M 0.52% 63
2020
Q1 		$103M Buy
1,252,684
+157,166
+14% +$14M 0.91% 34
2019
Q4 		$104M Buy
+1,095,518
New +$98.3M 0.74% 43

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Dodge & Cox
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Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Westfield Capital Management's NVS Position: Q3 2020 in Review

Westfield Capital Management sold out of Novartis (NVS) in Q3 2020, closing a stake of 857,963 shares — an estimated $74.9M sold.

Westfield Capital Management first reported a position in NVS in Q4 2019 and held it in 3 quarters. The position peaked at $104M in Q4 2019. 1,118 funds tracked by Wall St. Rank hold NVS as of Q3 2020.

  • Westfield Capital Management reported no remaining Novartis position as of Q3 2020 after selling out during the quarter.
  • Westfield Capital Management sold 857,963 Novartis shares in Q3 2020, an estimated $74.9M.
  • Westfield Capital Management first reported a position in Novartis in Q4 2019 and held it in 3 quarters.
  • Westfield Capital Management's Novartis position peaked at $104M in Q4 2019.
  • 1,118 funds tracked by Wall St. Rank held Novartis as of Q3 2020.

Based on Westfield Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.