Bayesian Capital Management’s Novartis NVS Stock Holding History

Bayesian 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 Q3	–	Sell	-14,700	Closed	-$1.56M	–	941
2024 Q2	$1.56M	Buy	14,700 +4,100	+39%	+$412K	0.18%	152
2024 Q1	$1.03M	Buy	+10,600	New	+$1.09M	0.1%	281
2023 Q2	–	Sell	-16,793	Closed	-$1.54M	–	985
2023 Q1	$1.54M	Sell	16,793 -19,800	-54%	-$1.73M	0.19%	157
2022 Q4	$3.32M	Buy	36,593 +9,600	+36%	+$809K	0.49%	21
2022 Q3	$2.05M	Buy	+26,993	New	+$2.24M	0.42%	46
2022 Q2	–	Sell	-16,617	Closed	-$1.46M	–	988
2022 Q1	$1.46M	Buy	+16,617	New	+$1.44M	0.22%	126
2020 Q4	–	Sell	-7,213	Closed	-$627K	–	614
2020 Q3	$627K	Buy	+7,213	New	+$625K	0.15%	176
2020 Q1	–	Sell	-6,998	Closed	-$663K	–	920
2019 Q4	$663K	Sell	6,998 -20,600	-75%	-$1.85M	0.11%	241
2019 Q3	$2.4M	Buy	27,598 +22,300	+421%	+$2M	0.45%	47
2019 Q2	$484K	Buy	+5,298	New	+$448K	0.1%	272
2019 Q1	–	Sell	-5,022	Closed	-$386K	–	695
2018 Q4	$386K	Buy	+5,022	New	+$391K	0.08%	346
2018 Q3	–	Sell	-12,066	Closed	-$817K	–	752
2018 Q2	$817K	Sell	12,066 -11,623	-49%	-$802K	0.18%	148
2018 Q1	$1.72M	Buy	+23,689	New	+$1.8M	0.44%	34
2017 Q4	–	Sell	-14,650	Closed	-$1.13M	–	670
2017 Q3	$1.13M	Buy	14,650 +10,156	+226%	+$767K	0.27%	118
2017 Q2	$336K	Buy	+4,494	New	+$319K	0.12%	257

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

Bayesian Capital Management's NVS Position: Q3 2024 in Review

Bayesian Capital Management sold out of Novartis (NVS) in Q3 2024, closing a stake of 14,700 shares — an estimated $1.56M sold.

Bayesian Capital Management first reported a position in NVS in Q2 2017 and held it in 15 quarters. The position peaked at $3.32M in Q4 2022. 1,311 funds tracked by Wall St. Rank hold NVS as of Q3 2024.

Bayesian Capital Management reported no remaining Novartis position as of Q3 2024 after selling out during the quarter.
Bayesian Capital Management sold 14,700 Novartis shares in Q3 2024, an estimated $1.56M.
Bayesian Capital Management first reported a position in Novartis in Q2 2017 and held it in 15 quarters.
Bayesian Capital Management's Novartis position peaked at $3.32M in Q4 2022.
1,311 funds tracked by Wall St. Rank held Novartis as of Q3 2024.

Based on Bayesian Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.