Whitney & Co’s Novartis NVS Stock Holding History

Whitney & Co’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
2018 Q4	–	Sell	-386	Closed	-$31K	–	332
2018 Q3	$31K	Buy	386 +330	+589%	+$24.4K	0.01%	215
2018 Q2	$4K	Sell	56 -130	-70%	-$8.97K	﹤0.01%	279
2018 Q1	$14K	Buy	+186	New	+$14.2K	﹤0.01%	229

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Whitney & Co's NVS Position: Q4 2018 in Review

Whitney & Co sold out of Novartis (NVS) in Q4 2018, closing a stake of 386 shares — an estimated $31K sold.

Whitney & Co first reported a position in NVS in Q1 2018 and held it in 3 quarters. The position peaked at $31K in Q3 2018. 1,087 funds tracked by Wall St. Rank hold NVS as of Q4 2018.

Whitney & Co reported no remaining Novartis position as of Q4 2018 after selling out during the quarter.
Whitney & Co sold 386 Novartis shares in Q4 2018, an estimated $31K.
Whitney & Co first reported a position in Novartis in Q1 2018 and held it in 3 quarters.
Whitney & Co's Novartis position peaked at $31K in Q3 2018.
1,087 funds tracked by Wall St. Rank held Novartis as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.