Disciplined Investments’s Novartis NVS Stock Holding History

Disciplined Investments’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 Q3	–	Sell	-10	Closed	-$1.01K	–	1079
2023 Q2	$1.01K	Hold	10	–	–	﹤0.01%	963
2023 Q1	$920	Hold	10	–	–	﹤0.01%	1002
2022 Q4	$907	Hold	10	–	–	﹤0.01%	946
2022 Q3	$1K	Hold	10	–	–	﹤0.01%	1013
2022 Q2	$1K	Hold	10	–	–	﹤0.01%	1037
2022 Q1	$1K	Sell	10 -200	-95%	-$17.3K	﹤0.01%	1101
2021 Q4	$18K	Buy	210 +200	+2,000%	+$16.6K	0.01%	318
2021 Q3	$1K	Hold	10	–	–	﹤0.01%	426
2021 Q2	$1K	Hold	10	–	–	﹤0.01%	409
2021 Q1	$1K	Sell	10 -10	-50%	-$897	﹤0.01%	369
2020 Q4	$2K	Sell	20 -197	-91%	-$17.2K	﹤0.01%	289
2020 Q3	$19K	Sell	217 -20	-8%	-$1.73K	0.01%	220
2020 Q2	$21K	Hold	237	–	–	0.02%	221
2020 Q1	$20K	Hold	237	–	–	0.02%	216
2019 Q4	$22K	Buy	+237	New	+$21.3K	0.02%	239

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

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

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

Disciplined Investments's NVS Position: Q3 2023 in Review

Disciplined Investments sold out of Novartis (NVS) in Q3 2023, closing a stake of 10 shares — an estimated $1.01K sold.

Disciplined Investments first reported a position in NVS in Q4 2019 and held it in 15 quarters. The position peaked at $22K in Q4 2019. 1,223 funds tracked by Wall St. Rank hold NVS as of Q3 2023.

Disciplined Investments reported no remaining Novartis position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 10 Novartis shares in Q3 2023, an estimated $1.01K.
Disciplined Investments first reported a position in Novartis in Q4 2019 and held it in 15 quarters.
Disciplined Investments's Novartis position peaked at $22K in Q4 2019.
1,223 funds tracked by Wall St. Rank held Novartis as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.