Benchmark Investment Advisors’s Novartis NVS Stock Holding History

Benchmark Investment Advisors’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 Q1	–	Sell	-2,704	Closed	-$273K	–	93
2023 Q4	$273K	Sell	2,704 -640	-19%	-$61.8K	0.25%	74
2023 Q3	$341K	Sell	3,344 -30	-0.9%	-$3.04K	0.34%	68
2023 Q2	$341K	Sell	3,374 -196	-5%	-$19.6K	0.31%	67
2023 Q1	$328K	Sell	3,570 -62	-2%	-$5.42K	0.34%	69
2022 Q4	$330K	Sell	3,632 -475	-12%	-$40K	0.35%	73
2022 Q3	$312K	Sell	4,107 -256	-6%	-$21.2K	0.34%	74
2022 Q2	$369K	Sell	4,363 -500	-10%	-$43.9K	0.38%	71
2022 Q1	$427K	Sell	4,863 -567	-10%	-$49.1K	0.32%	80
2021 Q4	$475K	Buy	+5,430	New	+$451K	0.39%	68

Other funds holding NVS

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Benchmark Investment Advisors's NVS Position: Q1 2024 in Review

Benchmark Investment Advisors sold out of Novartis (NVS) in Q1 2024, closing a stake of 2,704 shares — an estimated $273K sold.

Benchmark Investment Advisors first reported a position in NVS in Q4 2021 and held it in 9 quarters. The position peaked at $475K in Q4 2021. 1,253 funds tracked by Wall St. Rank hold NVS as of Q1 2024.

Benchmark Investment Advisors reported no remaining Novartis position as of Q1 2024 after selling out during the quarter.
Benchmark Investment Advisors sold 2,704 Novartis shares in Q1 2024, an estimated $273K.
Benchmark Investment Advisors first reported a position in Novartis in Q4 2021 and held it in 9 quarters.
Benchmark Investment Advisors's Novartis position peaked at $475K in Q4 2021.
1,253 funds tracked by Wall St. Rank held Novartis as of Q1 2024.

Based on Benchmark Investment Advisors's 13F filing for Q1 2024, filed 15 May 2024.