DeDora Capital’s Novartis NVS Stock Holding History

DeDora Capital’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	-385	Closed	-$34K	–	306
2022 Q1	$34K	Buy	+385	New	+$33.3K	0.01%	190

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

DeDora Capital's NVS Position: Q2 2022 in Review

DeDora Capital sold out of Novartis (NVS) in Q2 2022, closing a stake of 385 shares — an estimated $34K sold.

DeDora Capital first reported a position in NVS in Q1 2022 and held it in 1 quarter. The position peaked at $34K in Q1 2022. 1,140 funds tracked by Wall St. Rank hold NVS as of Q2 2022.

DeDora Capital reported no remaining Novartis position as of Q2 2022 after selling out during the quarter.
DeDora Capital sold 385 Novartis shares in Q2 2022, an estimated $34K.
DeDora Capital first reported a position in Novartis in Q1 2022 and held it in 1 quarter.
DeDora Capital's Novartis position peaked at $34K in Q1 2022.
1,140 funds tracked by Wall St. Rank held Novartis as of Q2 2022.

Based on DeDora Capital's 13F filing for Q2 2022, filed 27 Jul 2022.