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Alan B. Lancz & Associates’s Novartis NVS Stock Holding History

Alan B. Lancz & Associates’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
Q4 		– Sell
-1,918
Closed -$221K – 136
2024
Q3 		$221K Hold
1,918
– – 0.2% 121
2024
Q2 		$204K Buy
+1,918
New +$193K 0.2% 120
2023
Q2 		– Sell
-1,918
Closed -$176K – 169
2023
Q1 		$176K Hold
1,918
– – 0.18% 134
2022
Q4 		$175K Hold
1,918
– – 0.18% 144
2022
Q3 		$146K Hold
1,918
– – 0.17% 146
2022
Q2 		$165K Buy
+1,918
New +$168K 0.16% 149

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Alan B. Lancz & Associates's NVS Position: Q4 2024 in Review

Alan B. Lancz & Associates sold out of Novartis (NVS) in Q4 2024, closing a stake of 1,918 shares — an estimated $221K sold.

Alan B. Lancz & Associates first reported a position in NVS in Q2 2022 and held it in 6 quarters. The position peaked at $221K in Q3 2024. 1,340 funds tracked by Wall St. Rank hold NVS as of Q4 2024.

  • Alan B. Lancz & Associates reported no remaining Novartis position as of Q4 2024 after selling out during the quarter.
  • Alan B. Lancz & Associates sold 1,918 Novartis shares in Q4 2024, an estimated $221K.
  • Alan B. Lancz & Associates first reported a position in Novartis in Q2 2022 and held it in 6 quarters.
  • Alan B. Lancz & Associates's Novartis position peaked at $221K in Q3 2024.
  • 1,340 funds tracked by Wall St. Rank held Novartis as of Q4 2024.

Based on Alan B. Lancz & Associates's 13F filing for Q4 2024, filed 21 Jan 2025.