William Blair Investment Management
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William Blair Investment Management’s Novartis NVS Stock Holding History

William Blair Investment 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
Q2 		– Sell
-42,861
Closed -$3.53M – 356
2020
Q1 		$3.53M Sell
42,861
-6,967
-14% -$622K 0.02% 312
2019
Q4 		$4.72M Buy
49,828
+246
+0.5% +$22.1K 0.02% 322
2019
Q3 		$4.31M Sell
49,582
-16,764
-25% -$1.51M 0.02% 321
2019
Q2 		$6.06M Buy
66,346
+11,511
+21% +$974K 0.03% 325
2019
Q1 		$4.72M Buy
54,835
+12,756
+30% +$1.02M 0.02% 343
2018
Q4 		$3.23M Buy
+42,079
New +$3.28M 0.02% 353
2018
Q2 		– Sell
-59,478
Closed -$4.31M – 496
2018
Q1 		$4.31M Sell
59,478
-13,340
-18% -$1.02M 0.02% 360
2017
Q4 		$5.48M Buy
72,818
+19,127
+36% +$1.44M 0.02% 340
2017
Q3 		$4.13M Buy
53,691
+8,274
+18% +$625K 0.01% 363
2017
Q2 		$3.4M Buy
45,417
+100
+0.2% +$7.09K 0.01% 373
2017
Q1 		$3.02M Buy
45,317
+2,515
+6% +$168K 0.01% 379
2016
Q4 		$2.79M Buy
42,802
+10,716
+33% +$695K 0.01% 374
2016
Q3 		$2.27M Sell
32,086
-23,080
-42% -$1.68M 0.01% 384
2016
Q2 		$4.08M Sell
55,166
-1,850
-3% -$128K 0.02% 367
2016
Q1 		$3.7M Buy
57,016
+322
+0.6% +$21.9K 0.01% 368
2015
Q4 		$4.37M Buy
56,694
+16,733
+42% +$1.33M 0.02% 363
2015
Q3 		$3.29M Buy
+39,961
New +$3.56M 0.01% 830

Other funds holding NVS

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

William Blair Investment Management's NVS Position: Q2 2020 in Review

William Blair Investment Management sold out of Novartis (NVS) in Q2 2020, closing a stake of 42,861 shares — an estimated $3.53M sold.

William Blair Investment Management first reported a position in NVS in Q3 2015 and held it in 17 quarters. The position peaked at $6.06M in Q2 2019. 1,129 funds tracked by Wall St. Rank hold NVS as of Q2 2020.

  • William Blair Investment Management reported no remaining Novartis position as of Q2 2020 after selling out during the quarter.
  • William Blair Investment Management sold 42,861 Novartis shares in Q2 2020, an estimated $3.53M.
  • William Blair Investment Management first reported a position in Novartis in Q3 2015 and held it in 17 quarters.
  • William Blair Investment Management's Novartis position peaked at $6.06M in Q2 2019.
  • 1,129 funds tracked by Wall St. Rank held Novartis as of Q2 2020.

Based on William Blair Investment Management's 13F filing for Q2 2020, filed 12 Aug 2020.