Cutler Group’s Novartis NVS Stock Holding History

Cutler Group’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 Q3	–	Sell	-2,104	Closed	-$174K	–	5319
2022 Q2	$177K	Buy	+2,104	New	+$185K	0.01%	1089
2020 Q1	–	Sell	-700	Closed	-$66K	–	4453
2019 Q4	$66K	Sell	700 -1,000	-59%	-$89.7K	﹤0.01%	1436
2019 Q3	$147K	Buy	1,700 +1,400	+467%	+$126K	0.01%	853
2019 Q2	$27K	Sell	300 -2,936	-91%	-$248K	﹤0.01%	1989
2019 Q1	$278K	Sell	3,236 -335	-9%	-$26.9K	0.03%	518
2018 Q4	$274K	Buy	3,571 +1,785	+100%	+$139K	0.03%	512
2018 Q3	$137K	Buy	+1,786	New	+$132K	0.01%	1036
2017 Q2	–	Sell	-173	Closed	-$12.3K	–	6841
2017 Q1	$11K	Buy	+173	New	+$11.5K	﹤0.01%	3945
2016 Q3	–	Sell	-1,624	Closed	-$118K	–	7165
2016 Q2	$120K	Buy	1,624 +447	+38%	+$30.9K	0.01%	1537
2016 Q1	$76K	Sell	1,177 -7,798	-87%	-$531K	0.01%	1886
2015 Q4	$691K	Buy	+8,975	New	+$713K	0.04%	477

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cutler Group's NVS Position: Q3 2022 in Review

Cutler Group sold out of Novartis (NVS) in Q3 2022, closing a stake of 2,104 shares — an estimated $174K sold.

Cutler Group first reported a position in NVS in Q4 2015 and held it in 11 quarters. The position peaked at $691K in Q4 2015. 1,088 funds tracked by Wall St. Rank hold NVS as of Q3 2022.

Cutler Group reported no remaining Novartis position as of Q3 2022 after selling out during the quarter.
Cutler Group sold 2,104 Novartis shares in Q3 2022, an estimated $174K.
Cutler Group first reported a position in Novartis in Q4 2015 and held it in 11 quarters.
Cutler Group's Novartis position peaked at $691K in Q4 2015.
1,088 funds tracked by Wall St. Rank held Novartis as of Q3 2022.

Based on Cutler Group's 13F filing for Q3 2022, filed 25 Oct 2022.