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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

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Beck Bode LLC's NVS Position: Q4 2023 in Review

Beck Bode LLC sold out of Novartis (NVS) in Q4 2023, closing a stake of 46,736 shares — an estimated $4.76M sold.

Beck Bode LLC first reported a position in NVS in Q1 2022 and held it in 4 quarters. The position peaked at $4.76M in Q3 2023. 1,272 funds tracked by Wall St. Rank hold NVS as of Q4 2023.

  • Beck Bode LLC reported no remaining Novartis position as of Q4 2023 after selling out during the quarter.
  • Beck Bode LLC sold 46,736 Novartis shares in Q4 2023, an estimated $4.76M.
  • Beck Bode LLC first reported a position in Novartis in Q1 2022 and held it in 4 quarters.
  • Beck Bode LLC's Novartis position peaked at $4.76M in Q3 2023.
  • 1,272 funds tracked by Wall St. Rank held Novartis as of Q4 2023.

Based on Beck Bode LLC's 13F filing for Q4 2023, filed 5 Feb 2024.