Ziegler Capital Management’s Novartis NVS Stock Holding History

Ziegler Capital Management’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 Q2	–	Sell	-59,004	Closed	-$4.87M	–	486
2020 Q1	$4.87M	Buy	+59,004	New	+$5.26M	0.13%	201
2013 Q3	$3.99M	Buy	58,051 +1,088	+2%	+$72K	0.35%	77
2013 Q2	$3.61M	Buy	+56,963	New	+$3.71M	0.39%	71

Other funds holding NVS

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Ziegler Capital Management's NVS Position: Q2 2020 in Review

Ziegler Capital Management sold out of Novartis (NVS) in Q2 2020, closing a stake of 59,004 shares — an estimated $4.87M sold.

Ziegler Capital Management first reported a position in NVS in Q2 2013 and held it in 3 quarters. The position peaked at $4.87M in Q1 2020. 1,129 funds tracked by Wall St. Rank hold NVS as of Q2 2020.

Ziegler Capital Management reported no remaining Novartis position as of Q2 2020 after selling out during the quarter.
Ziegler Capital Management sold 59,004 Novartis shares in Q2 2020, an estimated $4.87M.
Ziegler Capital Management first reported a position in Novartis in Q2 2013 and held it in 3 quarters.
Ziegler Capital Management's Novartis position peaked at $4.87M in Q1 2020.
1,129 funds tracked by Wall St. Rank held Novartis as of Q2 2020.

Based on Ziegler Capital Management's 13F filing for Q2 2020, filed 24 Jul 2020.