De Burlo Group’s Novartis NVS Stock Holding History

De Burlo 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 Q4	–	Sell	-47	Closed	-$3.57K	–	154
2022 Q3	$3.57K	Buy	+47	New	+$3.9K	﹤0.01%	170
2022 Q2	–	Sell	-47	Closed	-$4.12K	–	164
2022 Q1	$4.12K	Buy	+47	New	+$4.07K	﹤0.01%	162

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

De Burlo Group's NVS Position: Q4 2022 in Review

De Burlo Group sold out of Novartis (NVS) in Q4 2022, closing a stake of 47 shares — an estimated $3.57K sold.

De Burlo Group first reported a position in NVS in Q1 2022 and held it in 2 quarters. The position peaked at $4.12K in Q1 2022. 1,182 funds tracked by Wall St. Rank hold NVS as of Q4 2022.

De Burlo Group reported no remaining Novartis position as of Q4 2022 after selling out during the quarter.
De Burlo Group sold 47 Novartis shares in Q4 2022, an estimated $3.57K.
De Burlo Group first reported a position in Novartis in Q1 2022 and held it in 2 quarters.
De Burlo Group's Novartis position peaked at $4.12K in Q1 2022.
1,182 funds tracked by Wall St. Rank held Novartis as of Q4 2022.

Based on De Burlo Group's 13F filing for Q4 2022, filed 14 Feb 2023.