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Woodard & Company Asset Management Group’s Novartis NVS Stock Holding History

Woodard & Company Asset Management Group’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
-206
Closed -$16K – 162
2018
Q3 		$16K Buy
206
+39
+23% +$2.88K 0.01% 136
2018
Q2 		$11.3K Hold
167
– – 0.01% 137
2018
Q1 		$12K Hold
167
– – 0.01% 141
2017
Q4 		$13K Buy
+167
New +$12.6K 0.01% 156

Other funds holding NVS

Dodge & Cox
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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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Woodard & Company Asset Management Group's NVS Position: Q4 2018 in Review

Woodard & Company Asset Management Group sold out of Novartis (NVS) in Q4 2018, closing a stake of 206 shares — an estimated $16K sold.

Woodard & Company Asset Management Group first reported a position in NVS in Q4 2017 and held it in 4 quarters. The position peaked at $16K in Q3 2018. 1,088 funds tracked by Wall St. Rank hold NVS as of Q4 2018.

  • Woodard & Company Asset Management Group reported no remaining Novartis position as of Q4 2018 after selling out during the quarter.
  • Woodard & Company Asset Management Group sold 206 Novartis shares in Q4 2018, an estimated $16K.
  • Woodard & Company Asset Management Group first reported a position in Novartis in Q4 2017 and held it in 4 quarters.
  • Woodard & Company Asset Management Group's Novartis position peaked at $16K in Q3 2018.
  • 1,088 funds tracked by Wall St. Rank held Novartis as of Q4 2018.

Based on Woodard & Company Asset Management Group's 13F filing for Q4 2018, filed 1 Feb 2019.