Allen Investment Management’s Novartis NVS Stock Holding History

Allen 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 Q4	–	Sell	-5,000	Closed	-$509K	–	222
2023 Q3	$509K	Hold	5,000	–	–	0.01%	163
2023 Q2	$505K	Hold	5,000	–	–	0.01%	160
2023 Q1	$460K	Hold	5,000	–	–	0.01%	162
2022 Q4	$454K	Hold	5,000	–	–	0.01%	162
2022 Q3	$380K	Hold	5,000	–	–	0.01%	171
2022 Q2	$423K	Hold	5,000	–	–	0.01%	176
2022 Q1	$439K	Hold	5,000	–	–	0.01%	188
2021 Q4	$437K	Buy	+5,000	New	+$415K	0.01%	190

Other funds holding NVS

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

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Allen Investment Management's NVS Position: Q4 2023 in Review

Allen Investment Management sold out of Novartis (NVS) in Q4 2023, closing a stake of 5,000 shares — an estimated $509K sold.

Allen Investment Management first reported a position in NVS in Q4 2021 and held it in 8 quarters. The position peaked at $509K in Q3 2023. 1,272 funds tracked by Wall St. Rank hold NVS as of Q4 2023.

Allen Investment Management reported no remaining Novartis position as of Q4 2023 after selling out during the quarter.
Allen Investment Management sold 5,000 Novartis shares in Q4 2023, an estimated $509K.
Allen Investment Management first reported a position in Novartis in Q4 2021 and held it in 8 quarters.
Allen Investment Management's Novartis position peaked at $509K in Q3 2023.
1,272 funds tracked by Wall St. Rank held Novartis as of Q4 2023.

Based on Allen Investment Management's 13F filing for Q4 2023, filed 14 Feb 2024.