B. Metzler seel. Sohn & Co’s Novartis NVS Stock Holding History

B. Metzler seel. Sohn & Co’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	-2,642	Closed	-$281K	–	781
2024 Q2	$281K	Sell	2,642 -1,927	-42%	-$193K	﹤0.01%	713
2024 Q1	$442K	Sell	4,569 -2,082	-31%	-$213K	﹤0.01%	628
2023 Q4	$672K	Buy	6,651 +718	+12%	+$69.3K	0.01%	567
2023 Q3	$604K	Hold	5,933	–	–	0.01%	559
2023 Q2	$599K	Buy	5,933 +736	+14%	+$73.6K	0.01%	559
2023 Q1	$478K	Sell	5,197 -2,607	-33%	-$228K	0.01%	560
2022 Q4	$708K	Sell	7,804 -617	-7%	-$52K	0.01%	491
2022 Q3	$640K	Buy	8,421 +2,950	+54%	+$245K	0.01%	504
2022 Q2	$462K	Buy	+5,471	New	+$480K	0.01%	569
2021 Q2	–	Sell	-13,615	Closed	-$1.16M	–	703
2021 Q1	$1.16M	Buy	+13,615	New	+$1.22M	0.02%	395

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

B. Metzler seel. Sohn & Co's NVS Position: Q3 2024 in Review

B. Metzler seel. Sohn & Co sold out of Novartis (NVS) in Q3 2024, closing a stake of 2,642 shares — an estimated $281K sold.

B. Metzler seel. Sohn & Co first reported a position in NVS in Q1 2021 and held it in 10 quarters. The position peaked at $1.16M in Q1 2021. 1,311 funds tracked by Wall St. Rank hold NVS as of Q3 2024.

B. Metzler seel. Sohn & Co reported no remaining Novartis position as of Q3 2024 after selling out during the quarter.
B. Metzler seel. Sohn & Co sold 2,642 Novartis shares in Q3 2024, an estimated $281K.
B. Metzler seel. Sohn & Co first reported a position in Novartis in Q1 2021 and held it in 10 quarters.
B. Metzler seel. Sohn & Co's Novartis position peaked at $1.16M in Q1 2021.
1,311 funds tracked by Wall St. Rank held Novartis as of Q3 2024.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q3 2024, filed 8 Nov 2024.