Number of Shares
46,955.00
Current Holdings Value*
$3.87 Mil
% of Portfolio
3.03%
Total Estimate Gain
$2.00 Mil
% of Total Estimate Gain
44.75%

Jolley Asset Management, LLC's Novartis AG Holding Summary

As of 2020-03-31, Jolley Asset Management, LLC held 46,955.00 shares of Novartis AG(NVS), totaling $3.87 Mil. This investment constitutes 3.03% of their stock portfolio, and Jolley Asset Management, LLC now holds 0% of the outstanding Novartis AG(NVS) stock.

The initial trade took place in 2013Q4. And since then Jolley Asset Management, LLC has made 8 purchases of NVS, at an average price of $77.23, for a total of 57,817.00 shares. In addition, there have been 9 sales at an average price of $91.35 for 10,862.00 shares. Based on historical transaction data and NVS's current price of $116.53, Jolley Asset Management, LLC's estimated gain on his NVS holdings is $2.00 Mil, reflecting a 44.75% gain to date.

Jolley Asset Management, LLC NVS ($116.53) Holding Chart

Jolley Asset Management, LLC NVS ($116.53) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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