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Charles D. Hyman’s Novartis NVS Stock Holding History

Charles D. Hyman’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
Q2 		$378K Sell
3,548
-7
-0.2% -$703 0.02% 181
2024
Q1 		$344K Hold
3,555
– – 0.02% 195
2023
Q4 		$359K Buy
3,555
+52
+1% +$5.02K 0.02% 187
2023
Q3 		$357K Buy
3,503
+79
+2% +$8.02K 0.02% 179
2023
Q2 		$346K Hold
3,424
– – 0.02% 185
2023
Q1 		$315K Buy
3,424
+43
+1% +$3.75K 0.02% 193
2022
Q4 		$307K Buy
3,381
+7
+0.2% +$590 0.02% 194
2022
Q3 		$256K Hold
3,374
– – 0.02% 196
2022
Q2 		$285K Hold
3,374
– – 0.02% 197
2022
Q1 		$296K Hold
3,374
– – 0.02% 202
2021
Q4 		$295K Hold
3,374
– – 0.02% 212
2021
Q3 		$276K Hold
3,374
– – 0.02% 208
2021
Q2 		$308K Hold
3,374
– – 0.02% 200
2021
Q1 		$288K Sell
3,374
-35
-1% -$3.14K 0.02% 202
2020
Q4 		$322K Buy
3,409
+35
+1% +$3.06K 0.03% 187
2020
Q3 		$293K Sell
3,374
-30
-0.9% -$2.6K 0.03% 182
2020
Q2 		$297K Sell
3,404
-320
-9% -$27.6K 0.03% 176
2020
Q1 		$307K Buy
3,724
+275
+8% +$24.5K 0.04% 141
2019
Q4 		$327K Hold
3,449
– – 0.03% 160
2019
Q3 		$300K Hold
3,449
– – 0.03% 151
2019
Q2 		$315K Buy
3,449
+119
+4% +$10.1K 0.03% 152
2019
Q1 		$287K Hold
3,330
– – 0.03% 157
2018
Q4 		$256K Sell
3,330
-34
-1% -$2.65K 0.03% 147
2018
Q3 		$260K Hold
3,364
– – 0.03% 154
2018
Q2 		$228K Hold
3,364
– – 0.03% 162
2018
Q1 		$244K Sell
3,364
-146
-4% -$11.1K 0.03% 152
2017
Q4 		$264K Hold
3,510
– – 0.03% 144
2017
Q3 		$270K Hold
3,510
– – 0.03% 127
2017
Q2 		$263K Buy
+3,510
New +$249K 0.03% 124

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

Charles D. Hyman's NVS Position: Q2 2024 in Review

Charles D. Hyman reduced its Novartis (NVS) stake by 0.2% in Q2 2024, selling an estimated $703 and leaving 3,548 shares worth $378K. The position accounts for 0.02% of the portfolio, ranked #181.

Charles D. Hyman first reported a position in NVS in Q2 2017 and has held it in 29 quarters since. 1,306 funds tracked by Wall St. Rank hold NVS as of Q2 2024.

  • Charles D. Hyman held 3,548 shares of Novartis worth $378K as of Q2 2024.
  • Charles D. Hyman sold 7 Novartis shares in Q2 2024, an estimated $703.
  • Novartis made up 0.02% of Charles D. Hyman's portfolio in Q2 2024, its #181 holding.
  • Charles D. Hyman first reported a position in Novartis in Q2 2017 and has held it in 29 quarters since.
  • 1,306 funds tracked by Wall St. Rank held Novartis as of Q2 2024.

Based on Charles D. Hyman's 13F filing for Q2 2024, filed 25 Jul 2024.