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 $191B AUM 17.5% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Column Capital Advisors's NVS Position: Q3 2023 in Review

Column Capital Advisors held its Novartis (NVS) position steady in Q3 2023 at 535 shares worth $54.5K. The position accounts for 0.01% of the portfolio, ranked #314.

Column Capital Advisors first reported a position in NVS in Q4 2019 and has held it in 16 quarters since. The position peaked at $179K in Q4 2019. 1,222 funds tracked by Wall St. Rank hold NVS as of Q3 2023.

Column Capital Advisors held 535 shares of Novartis worth $54.5K as of Q3 2023.
Column Capital Advisors left its Novartis share count unchanged in Q3 2023.
Novartis made up 0.01% of Column Capital Advisors's portfolio in Q3 2023, its #314 holding.
Column Capital Advisors first reported a position in Novartis in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's Novartis position peaked at $179K in Q4 2019.
1,222 funds tracked by Wall St. Rank held Novartis as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.