Alera Investment Advisors’s Novartis NVS Stock Holding History

Alera 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
2024 Q3	$463K	Buy	4,029 +223	+6%	+$25.3K	0.05%	144
2024 Q2	$405K	Sell	3,806 -2,599	-41%	-$261K	0.05%	159
2024 Q1	$620K	Buy	+6,405	New	+$657K	0.08%	102
2022 Q3	–	Sell	-3,172	Closed	-$268K	–	181
2022 Q2	$268K	Buy	+3,172	New	+$278K	0.08%	154
2019 Q2	–	Sell	-868	Closed	-$75K	–	695
2019 Q1	$75K	Buy	868 +162	+23%	+$13K	0.04%	124
2018 Q4	$54K	Buy	+706	New	+$55K	0.03%	168

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Alera Investment Advisors's NVS Position: Q3 2024 in Review

Alera Investment Advisors increased its Novartis (NVS) stake by 5.9% in Q3 2024, buying an estimated $25.3K and bringing the position to 4,029 shares worth $463K. The position accounts for 0.05% of the portfolio, ranked #144.

Alera Investment Advisors first reported a position in NVS in Q4 2018 and has held it in 6 quarters since. The position peaked at $620K in Q1 2024. 1,312 funds tracked by Wall St. Rank hold NVS as of Q3 2024.

Alera Investment Advisors held 4,029 shares of Novartis worth $463K as of Q3 2024.
Alera Investment Advisors bought 223 Novartis shares in Q3 2024, an estimated $25.3K.
Novartis made up 0.05% of Alera Investment Advisors's portfolio in Q3 2024, its #144 holding.
Alera Investment Advisors first reported a position in Novartis in Q4 2018 and has held it in 6 quarters since.
Alera Investment Advisors's Novartis position peaked at $620K in Q1 2024.
1,312 funds tracked by Wall St. Rank held Novartis as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.