Column Capital Advisors’s Novartis NVS Stock Holding History

Column Capital Advisors’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	$54.5K	Hold	535	–	–	0.01%	314
2023 Q2	$54K	Buy	535 +10	+2%	+$1K	0.01%	313
2023 Q1	$48.3K	Sell	525 -80	-13%	-$6.99K	0.01%	327
2022 Q4	$54.9K	Hold	605	–	–	0.01%	283
2022 Q3	$46K	Sell	605 -724	-54%	-$60K	0.01%	287
2022 Q2	$112K	Sell	1,329 -204	-13%	-$17.9K	0.02%	168
2022 Q1	$135K	Hold	1,533	–	–	0.02%	158
2021 Q4	$134K	Sell	1,533 -11	-0.7%	-$913	0.03%	167
2021 Q3	$126K	Hold	1,544	–	–	0.03%	162
2021 Q2	$141K	Buy	1,544 +105	+7%	+$9.35K	0.03%	153
2021 Q1	$123K	Sell	1,439 -92	-6%	-$8.26K	0.03%	156
2020 Q4	$145K	Sell	1,531 -69	-4%	-$6.03K	0.04%	136
2020 Q3	$139K	Sell	1,600 -157	-9%	-$13.6K	0.04%	125
2020 Q2	$153K	Sell	1,757 -63	-3%	-$5.44K	0.05%	110
2020 Q1	$150K	Sell	1,820 -79	-4%	-$7.05K	0.06%	89
2019 Q4	$179K	Buy	+1,899	New	+$170K	0.09%	98

Other funds holding NVS

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 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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Wellington Management Group

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