Compound Global Advisors’s Novartis NVS Stock Holding History

Compound Global 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 Q2	–	Sell	-49,475	Closed	-$4.55M	–	40
2023 Q1	$4.55M	Sell	49,475 -38,525	-44%	-$3.36M	1.16%	31
2022 Q4	$7.98M	Buy	+88,000	New	+$7.41M	2.27%	20

Other funds holding NVS

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 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 $654B AUM 26.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Compound Global Advisors's NVS Position: Q2 2023 in Review

Compound Global Advisors sold out of Novartis (NVS) in Q2 2023, closing a stake of 49,475 shares — an estimated $4.55M sold.

Compound Global Advisors first reported a position in NVS in Q4 2022 and held it in 2 quarters. The position peaked at $7.98M in Q4 2022. 1,202 funds tracked by Wall St. Rank hold NVS as of Q2 2023.

Compound Global Advisors reported no remaining Novartis position as of Q2 2023 after selling out during the quarter.
Compound Global Advisors sold 49,475 Novartis shares in Q2 2023, an estimated $4.55M.
Compound Global Advisors first reported a position in Novartis in Q4 2022 and held it in 2 quarters.
Compound Global Advisors's Novartis position peaked at $7.98M in Q4 2022.
1,202 funds tracked by Wall St. Rank held Novartis as of Q2 2023.

Based on Compound Global Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.