Aberdeen Group
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Aberdeen Group’s Novartis NVS Stock Holding History

Aberdeen Group’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
2024
Q2 		– Sell
-38,071
Closed -$3.68M – 968
2024
Q1 		$3.68M Hold
38,071
– – 0.01% 709
2023
Q4 		$3.84M Buy
+38,071
New +$3.67M 0.01% 713
2019
Q4 		– Sell
-5,400
Closed -$469K – 944
2019
Q3 		$469K Hold
5,400
– – ﹤0.01% 862
2019
Q2 		$493K Sell
5,400
-626
-10% -$53K ﹤0.01% 876
2019
Q1 		$519K Sell
6,026
-200,992
-97% -$16.1M ﹤0.01% 857
2018
Q4 		$15.6M Sell
207,018
-1,674
-0.8% -$130K 0.04% 381
2018
Q3 		$16.1M Sell
208,692
-48,658
-19% -$3.6M 0.03% 417
2018
Q2 		$17.4M Buy
257,350
+249,092
+3,016% +$17.2M 0.03% 394
2018
Q1 		$598K Hold
8,258
– – ﹤0.01% 760
2017
Q4 		$621K Buy
8,258
+446
+6% +$33.7K ﹤0.01% 759
2017
Q3 		$601K Buy
+7,812
New +$590K ﹤0.01% 746

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

Aberdeen Group's NVS Position: Q2 2024 in Review

Aberdeen Group sold out of Novartis (NVS) in Q2 2024, closing a stake of 38,071 shares — an estimated $3.68M sold.

Aberdeen Group first reported a position in NVS in Q3 2017 and held it in 11 quarters. The position peaked at $17.4M in Q2 2018. 1,306 funds tracked by Wall St. Rank hold NVS as of Q2 2024.

  • Aberdeen Group reported no remaining Novartis position as of Q2 2024 after selling out during the quarter.
  • Aberdeen Group sold 38,071 Novartis shares in Q2 2024, an estimated $3.68M.
  • Aberdeen Group first reported a position in Novartis in Q3 2017 and held it in 11 quarters.
  • Aberdeen Group's Novartis position peaked at $17.4M in Q2 2018.
  • 1,306 funds tracked by Wall St. Rank held Novartis as of Q2 2024.

Based on Aberdeen Group's 13F filing for Q2 2024, filed 9 Aug 2024.