Capital World Investors’s Novartis NVS Stock Holding History

Capital World Investors’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	-30,941	Closed	-$3.17M	–	524
2023 Q3	$3.17M	Buy	30,941 +909	+3%	+$92.3K	﹤0.01%	485
2023 Q2	$2.98M	Buy	30,032 +278	+0.9%	+$27.8K	﹤0.01%	477
2023 Q1	$2.72M	Buy	29,754 +491	+2%	+$42.9K	﹤0.01%	485
2022 Q4	$2.68M	Sell	29,263 -31,200	-52%	-$2.63M	﹤0.01%	502
2022 Q3	$4.63M	Sell	60,463 -888,490	-94%	-$73.6M	﹤0.01%	506
2022 Q2	$80.2M	Buy	948,953 +431,840	+84%	+$37.9M	0.02%	350
2022 Q1	$45.4M	Sell	517,113 -22,665	-4%	-$1.96M	0.01%	427
2021 Q4	$47.2M	Buy	539,778 +3,292	+0.6%	+$273K	0.01%	447
2021 Q3	$43.9M	Buy	536,486 +5,807	+1%	+$522K	0.01%	465
2021 Q2	$48.5M	Buy	530,679 +48,391	+10%	+$4.31M	0.01%	455
2021 Q1	$41.3M	Buy	482,288 +7,305	+2%	+$656K	0.01%	457
2020 Q4	$44.9M	Buy	474,983 +120,702	+34%	+$10.5M	0.01%	420
2020 Q3	$30.8M	Sell	354,281 -549,458	-61%	-$47.6M	0.01%	429
2020 Q2	$78.9M	Buy	903,739 +566,856	+168%	+$48.9M	0.02%	326
2020 Q1	$27.8M	Buy	336,883 +137,138	+69%	+$12.2M	0.01%	370
2019 Q4	$18.9M	Buy	199,745 +1,580	+0.8%	+$142K	﹤0.01%	429
2019 Q3	$17.2M	Buy	198,165 +4,834	+3%	+$434K	﹤0.01%	423
2019 Q2	$17.7M	Sell	193,331 -22,074	-10%	-$1.87M	﹤0.01%	452
2019 Q1	$18.6M	Sell	215,405 -275,652	-56%	-$22.1M	﹤0.01%	442
2018 Q4	$37.8M	Hold	491,057	–	–	0.01%	373
2018 Q3	$37.9M	Buy	491,057 +1	+0%	+$74	0.01%	402
2018 Q2	$33.2M	Hold	491,056	–	–	0.01%	407
2018 Q1	$35.6M	Buy	491,056 +491,043	+3,777,254%	+$37.4M	0.01%	380
2017 Q4	$1K	Buy	13 +2	+18%	+$151	﹤0.01%	503
2017 Q3	$1K	Buy	11 +7	+175%	+$529	﹤0.01%	494
2017 Q2	$0	Buy	+4	New	+$283	﹤0.01%	508
2017 Q1	–	Sell	-1,601,026	Closed	-$104M	–	508
2016 Q4	$104M	Sell	1,601,026 -558,342	-26%	-$36.2M	0.03%	278
2016 Q3	$153M	Buy	2,159,368 +112,624	+6%	+$8.21M	0.04%	251
2016 Q2	$151M	Hold	2,046,744	–	–	0.04%	239
2016 Q1	$133M	Buy	2,046,744 +1,004,400	+96%	+$68.3M	0.04%	251
2015 Q4	$80.4M	Hold	1,042,344	–	–	0.02%	303
2015 Q3	$85.9M	Hold	1,042,344	–	–	0.03%	298
2015 Q2	$91.8M	Hold	1,042,344	–	–	0.02%	308
2015 Q1	$92.1M	Hold	1,042,344	–	–	0.02%	311
2014 Q4	$86.5M	Hold	1,042,344	–	–	0.02%	310
2014 Q3	$87.9M	Hold	1,042,344	–	–	0.02%	318
2014 Q2	$84.6M	Hold	1,042,344	–	–	0.02%	322
2014 Q1	$79.4M	Hold	1,042,344	–	–	0.02%	314
2013 Q4	$75.1M	Hold	1,042,344	–	–	0.02%	320
2013 Q3	$71.6M	Buy	1,042,344 +209,808	+25%	+$13.9M	0.02%	315
2013 Q2	$52.8M	Buy	+832,536	New	+$54.2M	0.02%	332

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 Pasadena, California $127B AUM 44.11% 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

Capital World Investors's NVS Position: Q4 2023 in Review

Capital World Investors sold out of Novartis (NVS) in Q4 2023, closing a stake of 30,941 shares — an estimated $3.17M sold.

Capital World Investors first reported a position in NVS in Q2 2013 and held it in 41 quarters. The position peaked at $153M in Q3 2016. 1,272 funds tracked by Wall St. Rank hold NVS as of Q4 2023.

Capital World Investors reported no remaining Novartis position as of Q4 2023 after selling out during the quarter.
Capital World Investors sold 30,941 Novartis shares in Q4 2023, an estimated $3.17M.
Capital World Investors first reported a position in Novartis in Q2 2013 and held it in 41 quarters.
Capital World Investors's Novartis position peaked at $153M in Q3 2016.
1,272 funds tracked by Wall St. Rank held Novartis as of Q4 2023.

Based on Capital World Investors's 13F filing for Q4 2023, filed 13 Feb 2024.