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
2023 Q1	–	Sell	-17,800	Closed	-$282K	–	4419
2022 Q4	$282K	Buy	17,800 +11,400	+178%	+$960K	0.02%	637
2022 Q3	$15K	Buy	6,400 +1,500	+31%	+$124K	﹤0.01%	2820
2022 Q2	$8K	Sell	4,900 -9,400	-66%	-$825K	﹤0.01%	3383
2022 Q1	$55K	Buy	+14,300	New	+$1.24M	﹤0.01%	2166
2019 Q3	–	Sell	-4,800	Closed	-$23K	–	4510
2019 Q2	$23K	Sell	4,800 -780	-14%	-$66K	﹤0.01%	2105
2019 Q1	$32K	Buy	+5,580	New	+$448K	﹤0.01%	1732
2017 Q3	–	Sell	-13,392	Closed	-$45K	–	6444
2017 Q2	$45K	Buy	13,392 +10,267	+329%	+$728K	﹤0.01%	2598
2017 Q1	$1K	Buy	+3,125	New	+$208K	﹤0.01%	5926
2016 Q4	–	Sell	-4,576	Closed	-$2K	–	7072
2016 Q3	$2K	Buy	+4,576	New	+$333K	﹤0.01%	5759

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.