Yorktown Management & Research Company’s Novartis NVS Stock Holding History

Yorktown Management & Research Company’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 Q2	–	Sell	-3,906	Closed	-$283K	–	377
2018 Q1	$283K	Sell	3,906 -335	-8%	-$25.5K	0.08%	294
2017 Q4	$319K	Hold	4,241	–	–	0.09%	252
2017 Q3	$326K	Hold	4,241	–	–	0.09%	203
2017 Q2	$317K	Hold	4,241	–	–	0.1%	135
2017 Q1	$282K	Hold	4,241	–	–	0.07%	190
2016 Q4	$277K	Buy	+4,241	New	+$275K	0.07%	174
2016 Q2	–	Sell	-2,344	Closed	-$152K	–	348
2016 Q1	$152K	Buy	+2,344	New	+$159K	0.03%	346

Other funds holding NVS

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BBHC

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Yorktown Management & Research Company's NVS Position: Q2 2018 in Review

Yorktown Management & Research Company sold out of Novartis (NVS) in Q2 2018, closing a stake of 3,906 shares — an estimated $283K sold.

Yorktown Management & Research Company first reported a position in NVS in Q1 2016 and held it in 7 quarters. The position peaked at $326K in Q3 2017. 988 funds tracked by Wall St. Rank hold NVS as of Q2 2018.

Yorktown Management & Research Company reported no remaining Novartis position as of Q2 2018 after selling out during the quarter.
Yorktown Management & Research Company sold 3,906 Novartis shares in Q2 2018, an estimated $283K.
Yorktown Management & Research Company first reported a position in Novartis in Q1 2016 and held it in 7 quarters.
Yorktown Management & Research Company's Novartis position peaked at $326K in Q3 2017.
988 funds tracked by Wall St. Rank held Novartis as of Q2 2018.

Based on Yorktown Management & Research Company's 13F filing for Q2 2018, filed 10 Aug 2018.