WA
NVS icon

Winfield Associates’s Novartis NVS Stock Holding History

Winfield Associates’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
Q1 		– Sell
-932
Closed -$71K – 469
2017
Q4 		$71K Buy
932
+67
+8% +$5.05K 0.04% 174
2017
Q3 		$67K Sell
865
-11
-1% -$831 0.04% 174
2017
Q2 		$66K Buy
876
+11
+1% +$780 0.04% 172
2017
Q1 		$58K Sell
865
-50
-5% -$3.33K 0.03% 178
2016
Q4 		$60K Buy
915
+128
+16% +$8.3K 0.04% 169
2016
Q3 		$56K Hold
787
– – 0.04% 165
2016
Q2 		$58K Buy
787
+17
+2% +$1.17K 0.04% 163
2016
Q1 		$50K Buy
+770
New +$52.4K 0.03% 168

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Winfield Associates's NVS Position: Q1 2018 in Review

Winfield Associates sold out of Novartis (NVS) in Q1 2018, closing a stake of 932 shares — an estimated $71K sold.

Winfield Associates first reported a position in NVS in Q1 2016 and held it in 8 quarters. The position peaked at $71K in Q4 2017. 1,012 funds tracked by Wall St. Rank hold NVS as of Q1 2018.

  • Winfield Associates reported no remaining Novartis position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 932 Novartis shares in Q1 2018, an estimated $71K.
  • Winfield Associates first reported a position in Novartis in Q1 2016 and held it in 8 quarters.
  • Winfield Associates's Novartis position peaked at $71K in Q4 2017.
  • 1,012 funds tracked by Wall St. Rank held Novartis as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.