Burleson & Co’s Novartis NVS Stock Holding History

Burleson & Co’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
2021 Q4	–	Sell	-200	Closed	-$16K	–	387
2021 Q3	$16K	Hold	200	–	–	﹤0.01%	239
2021 Q2	$18K	Hold	200	–	–	﹤0.01%	242
2021 Q1	$17K	Buy	+200	New	+$17.9K	﹤0.01%	232

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Burleson & Co's NVS Position: Q4 2021 in Review

Burleson & Co sold out of Novartis (NVS) in Q4 2021, closing a stake of 200 shares — an estimated $16K sold.

Burleson & Co first reported a position in NVS in Q1 2021 and held it in 3 quarters. The position peaked at $18K in Q2 2021. 1,146 funds tracked by Wall St. Rank hold NVS as of Q4 2021.

Burleson & Co reported no remaining Novartis position as of Q4 2021 after selling out during the quarter.
Burleson & Co sold 200 Novartis shares in Q4 2021, an estimated $16K.
Burleson & Co first reported a position in Novartis in Q1 2021 and held it in 3 quarters.
Burleson & Co's Novartis position peaked at $18K in Q2 2021.
1,146 funds tracked by Wall St. Rank held Novartis as of Q4 2021.

Based on Burleson & Co's 13F filing for Q4 2021, filed 25 Jan 2022.