Wilbanks Smith & Thomas Asset Management’s Novartis NVS Stock Holding History

Wilbanks Smith & Thomas Asset 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	-5,291	Closed	-$462K	–	399
2020 Q2	$462K	Buy	5,291 +270	+5%	+$23.3K	0.03%	250
2020 Q1	$414K	Sell	5,021 -973	-16%	-$86.8K	0.03%	243
2019 Q4	$568K	Buy	5,994 +398	+7%	+$35.7K	0.03%	232
2019 Q3	$486K	Sell	5,596 -842	-13%	-$75.6K	0.03%	234
2019 Q2	$588K	Sell	6,438 -930	-13%	-$78.7K	0.04%	207
2019 Q1	$635K	Buy	7,368 +472	+7%	+$37.9K	0.04%	210
2018 Q4	$530K	Sell	6,896 -1,345	-16%	-$105K	0.04%	200
2018 Q3	$636K	Buy	8,241 +1,332	+19%	+$98.5K	0.04%	206
2018 Q2	$468K	Sell	6,909 -47	-0.7%	-$3.24K	0.04%	207
2018 Q1	$504K	Sell	6,956 -35	-0.5%	-$2.66K	0.04%	189
2017 Q4	$526K	Sell	6,991 -167	-2%	-$12.6K	0.04%	190
2017 Q3	$551K	Buy	7,158 +157	+2%	+$11.9K	0.05%	185
2017 Q2	$524K	Sell	7,001 -122	-2%	-$8.65K	0.05%	180
2017 Q1	$474K	Sell	7,123 -135	-2%	-$9K	0.04%	181
2016 Q4	$474K	Buy	7,258 +1,116	+18%	+$72.4K	0.04%	171
2016 Q3	$435K	Buy	6,142 +1,124	+22%	+$81.9K	0.04%	175
2016 Q2	$371K	Buy	5,018 +130	+3%	+$8.98K	0.04%	193
2016 Q1	$317K	Buy	4,888 +1,627	+50%	+$111K	0.04%	214
2015 Q4	$251K	Sell	3,261 -75	-2%	-$5.96K	0.02%	234
2015 Q3	$275K	Buy	3,336 +289	+9%	+$25.7K	0.04%	210
2015 Q2	$268K	Buy	3,047 +177	+6%	+$16.2K	0.03%	250
2015 Q1	$254K	Sell	2,870 -148	-5%	-$13.1K	0.03%	259
2014 Q4	$251K	Sell	3,018 -18	-0.6%	-$1.49K	0.03%	256
2014 Q3	$256K	Buy	3,036 +341	+13%	+$27.6K	0.03%	240
2014 Q2	$219K	Sell	2,695 -163	-6%	-$12.8K	0.02%	264
2014 Q1	$218K	Buy	+2,858	New	+$208K	0.02%	255
2013 Q4	–	Sell	-8,228	Closed	-$566K	–	293
2013 Q3	$566K	Buy	8,228 +1,084	+15%	+$71.7K	0.08%	150
2013 Q2	$453K	Buy	+7,144	New	+$465K	0.07%	160

Other funds holding NVS

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's NVS Position: Q3 2020 in Review

Wilbanks Smith & Thomas Asset Management sold out of Novartis (NVS) in Q3 2020, closing a stake of 5,291 shares — an estimated $462K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in NVS in Q2 2013 and held it in 28 quarters. The position peaked at $636K in Q3 2018. 1,118 funds tracked by Wall St. Rank hold NVS as of Q3 2020.

Wilbanks Smith & Thomas Asset Management reported no remaining Novartis position as of Q3 2020 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 5,291 Novartis shares in Q3 2020, an estimated $462K.
Wilbanks Smith & Thomas Asset Management first reported a position in Novartis in Q2 2013 and held it in 28 quarters.
Wilbanks Smith & Thomas Asset Management's Novartis position peaked at $636K in Q3 2018.
1,118 funds tracked by Wall St. Rank held Novartis as of Q3 2020.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q3 2020, filed 12 Nov 2020.