AHL Investment Management’s Novartis NVS Stock Holding History

AHL Investment 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
2023 Q2	–	Sell	-7,812	Closed	-$719K	–	64
2023 Q1	$719K	Sell	7,812 -200	-2%	-$17.5K	0.66%	40
2022 Q4	$727K	Sell	8,012 -325	-4%	-$27.4K	0.68%	40
2022 Q3	$634K	Buy	8,337 +337	+4%	+$27.9K	0.65%	39
2022 Q2	$676K	Buy	+8,000	New	+$702K	0.68%	39
2022 Q1	–	Sell	-287	Closed	-$25K	–	228
2021 Q4	$25K	Buy	+287	New	+$23.8K	0.02%	142

Other funds holding NVS

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AHL Investment Management's NVS Position: Q2 2023 in Review

AHL Investment Management sold out of Novartis (NVS) in Q2 2023, closing a stake of 7,812 shares — an estimated $719K sold.

AHL Investment Management first reported a position in NVS in Q4 2021 and held it in 5 quarters. The position peaked at $727K in Q4 2022. 1,202 funds tracked by Wall St. Rank hold NVS as of Q2 2023.

AHL Investment Management reported no remaining Novartis position as of Q2 2023 after selling out during the quarter.
AHL Investment Management sold 7,812 Novartis shares in Q2 2023, an estimated $719K.
AHL Investment Management first reported a position in Novartis in Q4 2021 and held it in 5 quarters.
AHL Investment Management's Novartis position peaked at $727K in Q4 2022.
1,202 funds tracked by Wall St. Rank held Novartis as of Q2 2023.

Based on AHL Investment Management's 13F filing for Q2 2023, filed 19 Jul 2023.