SEC 13F Intelligence

Aperio Group, LLC / NVSN

Aperio Group, LLC’s Novartis AG Position

Does Aperio Group, LLC own Novartis AG (NVSN)? Yes — 1.18M shares worth $112M (+0.33% of its 13F portfolio) as of Q4 2020, up from 1.12M shares the prior filed quarter.

Position Value
$112M
Q4 2020
Shares
1.18M
% of Portfolio
+0.33%
Quarters Held
9
currently held

Position History NVSN

Reported value by quarter
Q4 ’18: $95MQ4 ’18Q1 ’19: $106MQ2 ’19: $108MQ2 ’19Q3 ’19: $107MQ4 ’19: $112MQ4 ’19Q1 ’20: $95MQ2 ’20: $105MQ2 ’20Q3 ’20: $98MQ4 ’20: $112MQ4 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q4 20201.18M$112M+0.33%
Q3 20201.12M$98M+0.33%
Q2 20201.21M$105M+0.39%
Q1 20201.15M$95M+0.42%
Q4 20191.18M$112M+0.40%
Q3 20191.24M$107M+0.42%
Q2 20191.19M$108M+0.44%
Q1 20191.11M$106M+0.46%
Q4 20181.10M$95M+0.48%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Aperio Group, LLC’s full portfolio or all institutional holders of NVSN.