CHA
NVS icon

Carmichael Hill & Associates’s Novartis NVS Stock Holding History

Carmichael Hill & Associates’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
Q3 		$312K Sell
2,713
-212
-7% -$24.1K 0.11% 142
2024
Q2 		$311K Hold
2,925
– – 0.12% 132
2024
Q1 		$283K Hold
2,925
– – 0.11% 144
2023
Q4 		$295K Sell
2,925
-103
-3% -$9.94K 0.12% 136
2023
Q3 		$308K Hold
3,028
– – 0.14% 122
2023
Q2 		$306K Hold
3,028
– – 0.14% 125
2023
Q1 		$279K Hold
3,028
– – 0.13% 128
2022
Q4 		$275K Sell
3,028
-50
-2% -$4.21K 0.14% 126
2022
Q3 		$234K Hold
3,078
– – 0.13% 133
2022
Q2 		$260K Sell
3,078
-205
-6% -$18K 0.14% 129
2022
Q1 		$288K Sell
3,283
-125
-4% -$10.8K 0.13% 140
2021
Q4 		$298K Sell
3,408
-400
-11% -$33.2K 0.13% 140
2021
Q3 		$311K Hold
3,808
– – 0.15% 127
2021
Q2 		$347K Sell
3,808
-100
-3% -$8.9K 0.18% 116
2021
Q1 		$334K Hold
3,908
– – 0.18% 109
2020
Q4 		$369K Hold
3,908
– – 0.22% 94
2020
Q3 		$340K Hold
3,908
– – 0.23% 89
2020
Q2 		$341K Sell
3,908
-350
-8% -$30.2K 0.25% 86
2020
Q1 		$351K Hold
4,258
– – 0.31% 72
2019
Q4 		$403K Buy
4,258
+150
+4% +$13.5K 0.29% 73
2019
Q3 		$357K Buy
4,108
+100
+2% +$8.98K 0.35% 75
2019
Q2 		$366K Sell
4,008
-465
-10% -$39.4K 0.36% 76
2019
Q1 		$385K Sell
4,473
-112
-2% -$8.99K 0.4% 69
2018
Q4 		$353K Hold
4,585
– – 0.4% 72
2018
Q3 		$354K Sell
4,585
-78
-2% -$5.77K 0.34% 77
2018
Q2 		$316K Sell
4,663
-446
-9% -$30.8K 0.34% 79
2018
Q1 		$370K Sell
5,109
-335
-6% -$25.5K 0.4% 70
2017
Q4 		$410K Buy
+5,444
New +$411K 0.45% 68

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Carmichael Hill & Associates's NVS Position: Q3 2024 in Review

Carmichael Hill & Associates reduced its Novartis (NVS) stake by 7.2% in Q3 2024, selling an estimated $24.1K and leaving 2,713 shares worth $312K. The position accounts for 0.11% of the portfolio, ranked #142.

Carmichael Hill & Associates first reported a position in NVS in Q4 2017 and has held it in 28 quarters since. The position peaked at $410K in Q4 2017. 1,311 funds tracked by Wall St. Rank hold NVS as of Q3 2024.

  • Carmichael Hill & Associates held 2,713 shares of Novartis worth $312K as of Q3 2024.
  • Carmichael Hill & Associates sold 212 Novartis shares in Q3 2024, an estimated $24.1K.
  • Novartis made up 0.11% of Carmichael Hill & Associates's portfolio in Q3 2024, its #142 holding.
  • Carmichael Hill & Associates first reported a position in Novartis in Q4 2017 and has held it in 28 quarters since.
  • Carmichael Hill & Associates's Novartis position peaked at $410K in Q4 2017.
  • 1,311 funds tracked by Wall St. Rank held Novartis as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.