Atom Investors’s Novartis NVS Stock Holding History

Atom Investors’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	-58,416	Closed	-$6.22M	–	567
2024 Q2	$6.22M	Sell	58,416 -2,099	-3%	-$211K	0.62%	39
2024 Q1	$5.85M	Buy	+60,515	New	+$6.2M	0.73%	19

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

Atom Investors's NVS Position: Q3 2024 in Review

Atom Investors sold out of Novartis (NVS) in Q3 2024, closing a stake of 58,416 shares — an estimated $6.22M sold.

Atom Investors first reported a position in NVS in Q1 2024 and held it in 2 quarters. The position peaked at $6.22M in Q2 2024. 1,311 funds tracked by Wall St. Rank hold NVS as of Q3 2024.

Atom Investors reported no remaining Novartis position as of Q3 2024 after selling out during the quarter.
Atom Investors sold 58,416 Novartis shares in Q3 2024, an estimated $6.22M.
Atom Investors first reported a position in Novartis in Q1 2024 and held it in 2 quarters.
Atom Investors's Novartis position peaked at $6.22M in Q2 2024.
1,311 funds tracked by Wall St. Rank held Novartis as of Q3 2024.

Based on Atom Investors's 13F filing for Q3 2024, filed 14 Nov 2024.