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Barometer Capital Management’s Novartis NVS Stock Holding History

Barometer Capital 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
2024
Q4 		– Sell
-9,000
Closed -$1.04M – 186
2024
Q3 		$1.04M Buy
+9,000
New +$1.02M 0.3% 47
2014
Q3 		– Sell
-19,418
Closed -$1.57M – 154
2014
Q2 		$1.57M Buy
+19,418
New +$1.53M 0.3% 37

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Barometer Capital Management's NVS Position: Q4 2024 in Review

Barometer Capital Management sold out of Novartis (NVS) in Q4 2024, closing a stake of 9,000 shares — an estimated $1.04M sold.

Barometer Capital Management first reported a position in NVS in Q2 2014 and held it in 2 quarters. The position peaked at $1.57M in Q2 2014. 1,340 funds tracked by Wall St. Rank hold NVS as of Q4 2024.

  • Barometer Capital Management reported no remaining Novartis position as of Q4 2024 after selling out during the quarter.
  • Barometer Capital Management sold 9,000 Novartis shares in Q4 2024, an estimated $1.04M.
  • Barometer Capital Management first reported a position in Novartis in Q2 2014 and held it in 2 quarters.
  • Barometer Capital Management's Novartis position peaked at $1.57M in Q2 2014.
  • 1,340 funds tracked by Wall St. Rank held Novartis as of Q4 2024.

Based on Barometer Capital Management's 13F filing for Q4 2024, filed 13 Feb 2025.