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Winslow Evans & Crocker’s Novartis NVS Stock Holding History

Winslow Evans & Crocker’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
Q4 		$106K Buy
1,121
+204
+22% +$17.8K 0.02% 427
2020
Q3 		$79K Buy
917
+441
+93% +$38.2K 0.02% 389
2020
Q2 		$42K Hold
476
– – 0.01% 489
2020
Q1 		$40K Sell
476
-612
-56% -$54.6K 0.01% 463
2019
Q4 		$106K Hold
1,088
– – 0.03% 388
2019
Q3 		$98K Buy
1,088
+4
+0.4% +$359 0.03% 402
2019
Q2 		$102K Buy
1,084
+1
+0.1% +$85 0.03% 398
2019
Q1 		$96K Buy
1,083
+438
+68% +$35.2K 0.03% 388
2018
Q4 		$52K Sell
645
-25
-4% -$1.95K 0.02% 454
2018
Q3 		$54K Hold
670
– – 0.02% 471
2018
Q2 		$46K Hold
670
– – 0.01% 513
2018
Q1 		$48.5K Hold
670
– – 0.02% 485
2017
Q4 		$50.4K Hold
670
– – 0.02% 489
2017
Q3 		$51.5K Sell
670
-281
-30% -$21.2K 0.02% 470
2017
Q2 		$71.1K Sell
951
-390
-29% -$27.6K 0.02% 483
2017
Q1 		$89.3K Hold
1,341
– – 0.03% 435
2016
Q4 		$87.6K Sell
1,341
-103
-7% -$6.68K 0.03% 428
2016
Q3 		$102K Hold
1,444
– – 0.03% 402
2016
Q2 		$107K Hold
1,444
– – 0.03% 368
2016
Q1 		$93.7K Sell
1,444
-112
-7% -$7.62K 0.03% 378
2015
Q4 		$120K Sell
1,556
-183
-11% -$14.5K 0.03% 365
2015
Q3 		$143K Hold
1,739
– – 0.05% 336
2015
Q2 		$153K Buy
1,739
+87
+5% +$7.98K 0.04% 356
2015
Q1 		$146K Sell
1,652
-263
-14% -$23.3K 0.04% 349
2014
Q4 		$159K Sell
1,915
-201
-9% -$16.7K 0.05% 320
2014
Q3 		$178K Buy
2,116
+203
+11% +$16.4K 0.05% 321
2014
Q2 		$155K Hold
1,913
– – 0.05% 296
2014
Q1 		$146K Sell
1,913
-197
-9% -$14.4K 0.05% 301
2013
Q4 		$152K Buy
+2,110
New +$147K 0.05% 309

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Winslow Evans & Crocker's NVS Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Novartis (NVS) stake by 22% in Q4 2020, buying an estimated $17.8K and bringing the position to 1,121 shares worth $106K. The position accounts for 0.02% of the portfolio, ranked #427.

Winslow Evans & Crocker first reported a position in NVS in Q4 2013 and has held it in 29 quarters since. The position peaked at $178K in Q3 2014. 1,176 funds tracked by Wall St. Rank hold NVS as of Q4 2020.

  • Winslow Evans & Crocker held 1,121 shares of Novartis worth $106K as of Q4 2020.
  • Winslow Evans & Crocker bought 204 Novartis shares in Q4 2020, an estimated $17.8K.
  • Novartis made up 0.02% of Winslow Evans & Crocker's portfolio in Q4 2020, its #427 holding.
  • Winslow Evans & Crocker first reported a position in Novartis in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's Novartis position peaked at $178K in Q3 2014.
  • 1,176 funds tracked by Wall St. Rank held Novartis as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.