Contravisory Investment Management’s Novartis NVS Stock Holding History

Contravisory Investment 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
2022 Q2	–	Sell	-230	Closed	-$20K	–	365
2022 Q1	$20K	Buy	+230	New	+$19.9K	0.01%	256
2019 Q4	–	Sell	-569	Closed	-$49K	–	292
2019 Q3	$49K	Buy	569 +17	+3%	+$1.53K	0.02%	227
2019 Q2	$50K	Buy	+552	New	+$46.7K	0.02%	225
2016 Q1	–	Sell	-90	Closed	-$7K	–	222
2015 Q4	$7K	Buy	90 +32	+55%	+$2.54K	﹤0.01%	133
2015 Q3	$5K	Sell	58 -137	-70%	-$12.2K	﹤0.01%	149
2015 Q2	$17K	Buy	+195	New	+$17.9K	﹤0.01%	131

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Contravisory Investment Management's NVS Position: Q2 2022 in Review

Contravisory Investment Management sold out of Novartis (NVS) in Q2 2022, closing a stake of 230 shares — an estimated $20K sold.

Contravisory Investment Management first reported a position in NVS in Q2 2015 and held it in 6 quarters. The position peaked at $50K in Q2 2019. 1,141 funds tracked by Wall St. Rank hold NVS as of Q2 2022.

Contravisory Investment Management reported no remaining Novartis position as of Q2 2022 after selling out during the quarter.
Contravisory Investment Management sold 230 Novartis shares in Q2 2022, an estimated $20K.
Contravisory Investment Management first reported a position in Novartis in Q2 2015 and held it in 6 quarters.
Contravisory Investment Management's Novartis position peaked at $50K in Q2 2019.
1,141 funds tracked by Wall St. Rank held Novartis as of Q2 2022.

Based on Contravisory Investment Management's 13F filing for Q2 2022, filed 13 Jul 2022.