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Cidel Asset Management’s Novartis NVS Stock Holding History

Cidel Asset Management’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
Q4 		– Sell
-2,009
Closed -$231K – 352
2024
Q3 		$231K Sell
2,009
-12,494
-86% -$1.42M 0.02% 306
2024
Q2 		$1.54M Buy
+14,503
New +$1.46M 0.12% 86

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Cidel Asset Management's NVS Position: Q4 2024 in Review

Cidel Asset Management sold out of Novartis (NVS) in Q4 2024, closing a stake of 2,009 shares — an estimated $231K sold.

Cidel Asset Management first reported a position in NVS in Q2 2024 and held it in 2 quarters. The position peaked at $1.54M in Q2 2024. 1,340 funds tracked by Wall St. Rank hold NVS as of Q4 2024.

  • Cidel Asset Management reported no remaining Novartis position as of Q4 2024 after selling out during the quarter.
  • Cidel Asset Management sold 2,009 Novartis shares in Q4 2024, an estimated $231K.
  • Cidel Asset Management first reported a position in Novartis in Q2 2024 and held it in 2 quarters.
  • Cidel Asset Management's Novartis position peaked at $1.54M in Q2 2024.
  • 1,340 funds tracked by Wall St. Rank held Novartis as of Q4 2024.

Based on Cidel Asset Management's 13F filing for Q4 2024, filed 28 Jan 2025.