Cravens & Co Advisors’s Novartis NVS Stock Holding History

Cravens & Co 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
2024 Q3	–	Sell	-3,507	Closed	-$373K	–	66
2024 Q2	$373K	Hold	3,507	–	–	0.28%	52
2024 Q1	$339K	Hold	3,507	–	–	0.28%	57
2023 Q4	$354K	Hold	3,507	–	–	0.31%	54
2023 Q3	$357K	Hold	3,507	–	–	0.34%	54
2023 Q2	$354K	Hold	3,507	–	–	0.33%	52
2023 Q1	$323K	Hold	3,507	–	–	0.3%	57
2022 Q4	$318K	Buy	+3,507	New	+$295K	0.29%	63

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Cravens & Co Advisors's NVS Position: Q3 2024 in Review

Cravens & Co Advisors sold out of Novartis (NVS) in Q3 2024, closing a stake of 3,507 shares — an estimated $373K sold.

Cravens & Co Advisors first reported a position in NVS in Q4 2022 and held it in 7 quarters. The position peaked at $373K in Q2 2024. 1,311 funds tracked by Wall St. Rank hold NVS as of Q3 2024.

Cravens & Co Advisors reported no remaining Novartis position as of Q3 2024 after selling out during the quarter.
Cravens & Co Advisors sold 3,507 Novartis shares in Q3 2024, an estimated $373K.
Cravens & Co Advisors first reported a position in Novartis in Q4 2022 and held it in 7 quarters.
Cravens & Co Advisors's Novartis position peaked at $373K in Q2 2024.
1,311 funds tracked by Wall St. Rank held Novartis as of Q3 2024.

Based on Cravens & Co Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.