Altshuler Shaham’s Novartis NVS Stock Holding History

Altshuler Shaham’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 Q1	–	Sell	-16,074	Closed	-$1.62M	–	352
2023 Q4	$1.62M	Buy	+16,074	New	+$1.55M	0.09%	25
2023 Q3	–	Sell	-4,109	Closed	-$415K	–	330
2023 Q2	$415K	Sell	4,109 -3,000	-42%	-$300K	0.01%	80
2023 Q1	$654K	Buy	7,109 +1,000	+16%	+$87.3K	0.01%	58
2022 Q4	$554K	Hold	6,109	–	–	0.02%	57
2022 Q3	$464K	Buy	6,109 +2,000	+49%	+$166K	0.01%	99
2022 Q2	$347K	Sell	4,109 -2,000	-33%	-$175K	0.01%	114
2022 Q1	$536K	Hold	6,109	–	–	﹤0.01%	183
2021 Q4	$500K	Hold	6,109	–	–	﹤0.01%	198
2021 Q3	$500K	Buy	6,109 +2,000	+49%	+$180K	﹤0.01%	201
2021 Q2	$375K	Hold	4,109	–	–	﹤0.01%	226
2021 Q1	$351K	Hold	4,109	–	–	﹤0.01%	163
2020 Q4	$388K	Hold	4,109	–	–	0.01%	129
2020 Q3	$357K	Hold	4,109	–	–	0.01%	133
2020 Q2	$359K	Buy	4,109 +3,000	+271%	+$259K	0.01%	115
2020 Q1	$91K	Sell	1,109 -700	-39%	-$62.5K	﹤0.01%	174
2019 Q4	$171K	Buy	+1,809	New	+$162K	﹤0.01%	168
2019 Q3	–	Sell	-1,809	Closed	-$589K	–	517
2019 Q2	$589K	Buy	1,809 +125	+7%	+$10.6K	0.02%	98
2019 Q1	$40K	Hold	1,684	–	–	﹤0.01%	164
2018 Q4	$35K	Buy	1,684 +112	+7%	+$8.72K	﹤0.01%	132
2018 Q3	$33K	Hold	1,572	–	–	﹤0.01%	126
2018 Q2	$29K	Hold	1,572	–	–	﹤0.01%	120
2018 Q1	$32K	Buy	1,572 +111	+8%	+$8.45K	﹤0.01%	116
2017 Q4	$32K	Buy	+1,461	New	+$110K	﹤0.01%	102

Other funds holding NVS

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Altshuler Shaham's NVS Position: Q1 2024 in Review

Altshuler Shaham sold out of Novartis (NVS) in Q1 2024, closing a stake of 16,074 shares — an estimated $1.62M sold.

Altshuler Shaham first reported a position in NVS in Q4 2017 and held it in 23 quarters. The position peaked at $1.62M in Q4 2023. 1,253 funds tracked by Wall St. Rank hold NVS as of Q1 2024.

Altshuler Shaham reported no remaining Novartis position as of Q1 2024 after selling out during the quarter.
Altshuler Shaham sold 16,074 Novartis shares in Q1 2024, an estimated $1.62M.
Altshuler Shaham first reported a position in Novartis in Q4 2017 and held it in 23 quarters.
Altshuler Shaham's Novartis position peaked at $1.62M in Q4 2023.
1,253 funds tracked by Wall St. Rank held Novartis as of Q1 2024.

Based on Altshuler Shaham's 13F filing for Q1 2024, filed 15 May 2024.