Baldrige Asset Management’s Novartis NVS Stock Holding History

Baldrige Asset Management’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
2023 Q1	$56K	Hold	605	–	–	0.02%	170
2022 Q4	$55K	Hold	605	–	–	0.02%	172
2022 Q3	$46K	Hold	605	–	–	0.02%	171
2022 Q2	$51K	Hold	605	–	–	0.02%	169
2022 Q1	$53K	Hold	605	–	–	0.02%	173
2021 Q4	$53K	Hold	605	–	–	0.02%	164
2021 Q3	$49K	Hold	605	–	–	0.02%	164
2021 Q2	$55K	Buy	+605	New	+$53.9K	0.02%	160

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Baldrige Asset Management's NVS Position: Q1 2023 in Review

Baldrige Asset Management held its Novartis (NVS) position steady in Q1 2023 at 605 shares worth $56K. The position accounts for 0.02% of the portfolio, ranked #170.

Baldrige Asset Management first reported a position in NVS in Q2 2021 and has held it in 8 quarters since. 1,180 funds tracked by Wall St. Rank hold NVS as of Q1 2023.

Baldrige Asset Management held 605 shares of Novartis worth $56K as of Q1 2023.
Baldrige Asset Management left its Novartis share count unchanged in Q1 2023.
Novartis made up 0.02% of Baldrige Asset Management's portfolio in Q1 2023, its #170 holding.
Baldrige Asset Management first reported a position in Novartis in Q2 2021 and has held it in 8 quarters since.
1,180 funds tracked by Wall St. Rank held Novartis as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.