Ameritas Investment Partners’s Novartis NVS Stock Holding History

Ameritas Investment Partners’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	–	Sell	-150	Closed	-$16K	–	3136
2024 Q2	$16K	Buy	+150	New	+$15.1K	﹤0.01%	2713
2020 Q4	–	Sell	-96	Closed	-$8K	–	3100
2020 Q3	$8K	Buy	+96	New	+$8.32K	﹤0.01%	2814
2018 Q2	–	Sell	-597	Closed	-$43K	–	3035
2018 Q1	$43K	Sell	597 -487	-45%	-$37.1K	﹤0.01%	1997
2017 Q4	$121K	Hold	1,084	–	–	0.01%	1393
2017 Q3	$83K	Sell	1,084 -49	-4%	-$3.7K	﹤0.01%	1575
2017 Q2	$84K	Sell	1,133 -20	-2%	-$1.42K	﹤0.01%	1573
2017 Q1	$76K	Hold	1,153	–	–	﹤0.01%	1584
2016 Q4	$75K	Hold	1,153	–	–	﹤0.01%	1098
2016 Q3	$81K	Sell	1,153 -13,503	-92%	-$984K	﹤0.01%	1078
2016 Q2	$1.08M	Buy	14,656 +49	+0.3%	+$3.38K	0.07%	276
2016 Q1	$947K	Hold	14,607	–	–	0.06%	329
2015 Q4	$1.13M	Buy	14,607 +13,972	+2,200%	+$1.11M	0.08%	258
2015 Q3	$52K	Hold	635	–	–	﹤0.01%	1001
2015 Q2	$55K	Hold	635	–	–	﹤0.01%	1042
2015 Q1	$56K	Hold	635	–	–	﹤0.01%	1082
2014 Q4	$52K	Buy	+635	New	+$52.6K	﹤0.01%	1066

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

Ameritas Investment Partners's NVS Position: Q3 2024 in Review

Ameritas Investment Partners sold out of Novartis (NVS) in Q3 2024, closing a stake of 150 shares — an estimated $16K sold.

Ameritas Investment Partners first reported a position in NVS in Q4 2014 and held it in 16 quarters. The position peaked at $1.13M in Q4 2015. 1,312 funds tracked by Wall St. Rank hold NVS as of Q3 2024.

Ameritas Investment Partners reported no remaining Novartis position as of Q3 2024 after selling out during the quarter.
Ameritas Investment Partners sold 150 Novartis shares in Q3 2024, an estimated $16K.
Ameritas Investment Partners first reported a position in Novartis in Q4 2014 and held it in 16 quarters.
Ameritas Investment Partners's Novartis position peaked at $1.13M in Q4 2015.
1,312 funds tracked by Wall St. Rank held Novartis as of Q3 2024.

Based on Ameritas Investment Partners's 13F filing for Q3 2024, filed 13 Nov 2024.