Cedar Brook Financial Partners’s Novartis NVS Stock Holding History

Cedar Brook Financial Partners’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 Q3	–	Sell	-2,158	Closed	-$218K	–	410
2023 Q2	$218K	Buy	+2,158	New	+$216K	0.05%	358
2023 Q1	–	Sell	-2,226	Closed	-$202K	–	403
2022 Q4	$202K	Buy	+2,226	New	+$187K	0.06%	354
2021 Q3	–	Sell	-2,503	Closed	-$228K	–	367
2021 Q2	$228K	Buy	+2,503	New	+$223K	0.07%	331
2021 Q1	–	Sell	-2,119	Closed	-$200K	–	341
2020 Q4	$200K	Buy	+2,119	New	+$185K	0.07%	309
2020 Q1	–	Sell	-2,356	Closed	-$223K	–	282
2019 Q4	$223K	Buy	+2,356	New	+$211K	0.09%	257
2019 Q2	–	Sell	-3,172	Closed	-$273K	–	312
2019 Q1	$273K	Sell	3,172 -29	-0.9%	-$2.33K	0.13%	211
2018 Q4	$246K	Buy	+3,201	New	+$249K	0.15%	190

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

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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

Cedar Brook Financial Partners's NVS Position: Q3 2023 in Review

Cedar Brook Financial Partners sold out of Novartis (NVS) in Q3 2023, closing a stake of 2,158 shares — an estimated $218K sold.

Cedar Brook Financial Partners first reported a position in NVS in Q4 2018 and held it in 7 quarters. The position peaked at $273K in Q1 2019. 1,223 funds tracked by Wall St. Rank hold NVS as of Q3 2023.

Cedar Brook Financial Partners reported no remaining Novartis position as of Q3 2023 after selling out during the quarter.
Cedar Brook Financial Partners sold 2,158 Novartis shares in Q3 2023, an estimated $218K.
Cedar Brook Financial Partners first reported a position in Novartis in Q4 2018 and held it in 7 quarters.
Cedar Brook Financial Partners's Novartis position peaked at $273K in Q1 2019.
1,223 funds tracked by Wall St. Rank held Novartis as of Q3 2023.

Based on Cedar Brook Financial Partners's 13F filing for Q3 2023, filed 17 Oct 2023.