Candriam SCA’s Novartis NVS Stock Holding History

Candriam SCA’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 Q2	–	Sell	-27,767	Closed	-$2.35M	–	822
2023 Q1	$2.35M	Buy	+27,767	New	+$2.42M	0.02%	537

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Candriam SCA's NVS Position: Q2 2023 in Review

Candriam SCA sold out of Novartis (NVS) in Q2 2023, closing a stake of 27,767 shares — an estimated $2.35M sold.

Candriam SCA first reported a position in NVS in Q1 2023 and held it in 1 quarter. The position peaked at $2.35M in Q1 2023. 1,202 funds tracked by Wall St. Rank hold NVS as of Q2 2023.

Candriam SCA reported no remaining Novartis position as of Q2 2023 after selling out during the quarter.
Candriam SCA sold 27,767 Novartis shares in Q2 2023, an estimated $2.35M.
Candriam SCA first reported a position in Novartis in Q1 2023 and held it in 1 quarter.
Candriam SCA's Novartis position peaked at $2.35M in Q1 2023.
1,202 funds tracked by Wall St. Rank held Novartis as of Q2 2023.

Based on Candriam SCA's 13F filing for Q2 2023, filed 8 Aug 2023.