Wright Investors Service’s Novartis NVS Stock Holding History

Wright Investors Service’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	-7,133	Closed	-$537K	–	203
2017 Q4	$537K	Sell	7,133 -7,818	-52%	-$590K	0.18%	134
2017 Q3	$1.15M	Sell	14,951 -271	-2%	-$20.5K	0.42%	64
2017 Q2	$1.14M	Sell	15,222 -5,218	-26%	-$370K	0.43%	62
2017 Q1	$1.36M	Buy	20,440 +3,103	+18%	+$207K	0.55%	50
2016 Q4	$1.13M	Sell	17,337 -9,179	-35%	-$595K	0.49%	63
2016 Q3	$1.88M	Sell	26,516 -145	-0.5%	-$10.6K	0.78%	42
2016 Q2	$1.97M	Buy	26,661 +8,097	+44%	+$559K	0.81%	37
2016 Q1	$1.21M	Sell	18,564 -2,706	-13%	-$184K	0.48%	74
2015 Q4	$1.64M	Sell	21,270 -552	-3%	-$43.9K	0.61%	45
2015 Q3	$1.8M	Sell	21,822 -614	-3%	-$54.6K	0.81%	29
2015 Q2	$1.98M	Buy	22,436 +7,468	+50%	+$685K	0.94%	25
2015 Q1	$1.32M	Sell	14,968 -78	-0.5%	-$6.92K	0.64%	44
2014 Q4	$1.25M	Sell	15,046 -865	-5%	-$71.7K	0.61%	42
2014 Q3	$1.34M	Sell	15,911 -842	-5%	-$68.1K	0.66%	45
2014 Q2	$1.36M	Sell	16,753 -10,117	-38%	-$796K	0.61%	42
2014 Q1	$2.05M	Sell	26,870 -1,495	-5%	-$109K	0.92%	28
2013 Q4	$2.04M	Sell	28,365 -380	-1%	-$26.4K	0.9%	27
2013 Q3	$1.98M	Sell	28,745 -530	-2%	-$35.1K	0.9%	29
2013 Q2	$1.85M	Buy	+29,275	New	+$1.9M	0.88%	31

Other funds holding NVS

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

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Wells Fargo San Francisco, California $501B 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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return