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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
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wright Investors Service's NVS Position: Q1 2018 in Review

Wright Investors Service sold out of Novartis (NVS) in Q1 2018, closing a stake of 7,133 shares — an estimated $537K sold.

Wright Investors Service first reported a position in NVS in Q2 2013 and held it in 19 quarters. The position peaked at $2.05M in Q1 2014. 1,013 funds tracked by Wall St. Rank hold NVS as of Q1 2018.

  • Wright Investors Service reported no remaining Novartis position as of Q1 2018 after selling out during the quarter.
  • Wright Investors Service sold 7,133 Novartis shares in Q1 2018, an estimated $537K.
  • Wright Investors Service first reported a position in Novartis in Q2 2013 and held it in 19 quarters.
  • Wright Investors Service's Novartis position peaked at $2.05M in Q1 2014.
  • 1,013 funds tracked by Wall St. Rank held Novartis as of Q1 2018.

Based on Wright Investors Service's 13F filing for Q1 2018, filed 25 Apr 2018.