Arrow Financial’s Novartis NVS Stock Holding History

Arrow Financial’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	-142	Closed	-$16.3K	–	276
2024 Q3	$16.3K	Hold	142	–	–	﹤0.01%	272
2024 Q2	$15.1K	Buy	+142	New	+$14.3K	﹤0.01%	269
2018 Q2	–	Sell	-781	Closed	-$57K	–	340
2018 Q1	$57K	Hold	781	–	–	0.01%	200
2017 Q4	$59K	Hold	781	–	–	0.01%	195
2017 Q3	$60K	Hold	781	–	–	0.01%	199
2017 Q2	$58K	Hold	781	–	–	0.01%	211
2017 Q1	$52K	Hold	781	–	–	0.01%	209
2016 Q4	$51K	Hold	781	–	–	0.01%	208
2016 Q3	$55K	Hold	781	–	–	0.01%	207
2016 Q2	$58K	Hold	781	–	–	0.02%	204
2016 Q1	$51K	Hold	781	–	–	0.01%	218
2015 Q4	$60K	Hold	781	–	–	0.02%	203
2015 Q3	$64K	Sell	781 -84	-10%	-$7.48K	0.02%	195
2015 Q2	$76K	Buy	865 +84	+11%	+$7.71K	0.02%	194
2015 Q1	$69K	Hold	781	–	–	0.02%	191
2014 Q4	$65K	Hold	781	–	–	0.02%	190
2014 Q3	$66K	Hold	781	–	–	0.02%	206
2014 Q2	$63K	Hold	781	–	–	0.02%	210
2014 Q1	$60K	Hold	781	–	–	0.02%	208
2013 Q4	$56K	Hold	781	–	–	0.02%	200
2013 Q3	$54K	Hold	781	–	–	0.02%	194
2013 Q2	$49K	Buy	+781	New	+$50.8K	0.02%	185

Other funds holding NVS

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Arrow Financial's NVS Position: Q4 2024 in Review

Arrow Financial sold out of Novartis (NVS) in Q4 2024, closing a stake of 142 shares — an estimated $16.3K sold.

Arrow Financial first reported a position in NVS in Q2 2013 and held it in 22 quarters. The position peaked at $76K in Q2 2015. 1,341 funds tracked by Wall St. Rank hold NVS as of Q4 2024.

Arrow Financial reported no remaining Novartis position as of Q4 2024 after selling out during the quarter.
Arrow Financial sold 142 Novartis shares in Q4 2024, an estimated $16.3K.
Arrow Financial first reported a position in Novartis in Q2 2013 and held it in 22 quarters.
Arrow Financial's Novartis position peaked at $76K in Q2 2015.
1,341 funds tracked by Wall St. Rank held Novartis as of Q4 2024.

Based on Arrow Financial's 13F filing for Q4 2024, filed 14 Feb 2025.