CFO4Life’s Novartis NVS Stock Holding History

CFO4Life’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
2022 Q4	$583K	Buy	+6,421	New	+$541K	0.12%	96

Other funds holding NVS

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $751B AUM 38.74% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

CFO4Life's NVS Position: Q4 2022 in Review

CFO4Life opened a new position in Novartis (NVS) in Q4 2022: 6,421 shares worth $583K. The stake represents 0.12% of the portfolio and ranks #96 among its holdings.

1,184 funds tracked by Wall St. Rank hold NVS as of Q4 2022.

CFO4Life held 6,421 shares of Novartis worth $583K as of Q4 2022.
Novartis was a new CFO4Life position in Q4 2022.
Novartis made up 0.12% of CFO4Life's portfolio in Q4 2022, its #96 holding.
1,184 funds tracked by Wall St. Rank held Novartis as of Q4 2022.

Based on CFO4Life's 13F filing for Q4 2022, filed 11 Jan 2023.