Beck Bode LLC’s Novartis NVS Stock Holding History

Beck Bode LLC’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 Q4	–	Sell	-46,736	Closed	-$4.76M	–	138
2023 Q3	$4.76M	Buy	46,736 +4,425	+10%	+$449K	1.22%	28
2023 Q2	$4.25M	Buy	+42,311	New	+$4.23M	1.03%	36
2022 Q3	–	Sell	-2,441	Closed	-$206K	–	246
2022 Q2	$206K	Sell	2,441 -281	-10%	-$24.7K	0.04%	174
2022 Q1	$239K	Buy	+2,722	New	+$236K	0.05%	136

Other funds holding NVS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return