1834 Investment Advisors’s Novartis NVS Stock Holding History

1834 Investment Advisors’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
2021 Q3	–	Sell	-78	Closed	-$7K	–	509
2021 Q2	$7K	Buy	+78	New	+$6.95K	﹤0.01%	446
2019 Q3	–	Sell	-17	Closed	-$2K	–	484
2019 Q2	$2K	Sell	17 -2	-11%	-$169	﹤0.01%	418
2019 Q1	$2K	Hold	19	–	–	﹤0.01%	393
2018 Q4	$1K	Hold	19	–	–	﹤0.01%	395
2018 Q3	$1K	Hold	19	–	–	﹤0.01%	392
2018 Q2	$1K	Hold	19	–	–	﹤0.01%	410
2018 Q1	$1K	Hold	19	–	–	﹤0.01%	437
2017 Q4	$1K	Buy	+19	New	+$1.43K	﹤0.01%	448
2015 Q3	–	Sell	-3,139	Closed	-$277K	–	200
2015 Q2	$277K	Sell	3,139 -468	-13%	-$42.9K	0.08%	136
2015 Q1	$319K	Buy	3,607 +87	+2%	+$7.72K	0.09%	133
2014 Q4	$292K	Sell	3,520 -2,477	-41%	-$205K	0.08%	134
2014 Q3	$506K	Sell	5,997 -1,167	-16%	-$94.4K	0.14%	106
2014 Q2	$581K	Sell	7,164 -909	-11%	-$71.5K	0.16%	107
2014 Q1	$615K	Sell	8,073 -1,836	-19%	-$134K	0.18%	93
2013 Q4	$714K	Sell	9,909 -224	-2%	-$15.6K	0.21%	95
2013 Q3	$697K	Sell	10,133 -1,483	-13%	-$98.1K	0.23%	86
2013 Q2	$736K	Buy	+11,616	New	+$756K	0.25%	84

Other funds holding NVS

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

Primecap Management Pasadena, California $169B AUM 114.72% 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

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

1834 Investment Advisors's NVS Position: Q3 2021 in Review

1834 Investment Advisors sold out of Novartis (NVS) in Q3 2021, closing a stake of 78 shares — an estimated $7K sold.

1834 Investment Advisors first reported a position in NVS in Q2 2013 and held it in 17 quarters. The position peaked at $736K in Q2 2013. 1,081 funds tracked by Wall St. Rank hold NVS as of Q3 2021.

1834 Investment Advisors reported no remaining Novartis position as of Q3 2021 after selling out during the quarter.
1834 Investment Advisors sold 78 Novartis shares in Q3 2021, an estimated $7K.
1834 Investment Advisors first reported a position in Novartis in Q2 2013 and held it in 17 quarters.
1834 Investment Advisors's Novartis position peaked at $736K in Q2 2013.
1,081 funds tracked by Wall St. Rank held Novartis as of Q3 2021.

Based on 1834 Investment Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.