Dixon Hubard Feinour & Brown’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$507K Buy
5,996
+572
+11% +$50.2K 0.06% 193
2022
Q1
$476K Buy
5,424
+112
+2% +$9.7K 0.05% 219
2021
Q4
$465K Buy
+5,312
New +$441K 0.04% 219
2015
Q4
Sell
-2,803
Closed -$231K 181
2015
Q3
$231K Buy
+2,803
New +$249K 0.09% 138
2015
Q2
Sell
-3,417
Closed -$302K 194
2015
Q1
$302K Buy
3,417
+111
+3% +$9.85K 0.09% 149
2014
Q4
$274K Hold
3,306
0.09% 159
2014
Q3
$279K Hold
3,306
0.09% 149
2014
Q2
$268K Hold
3,306
0.09% 157
2014
Q1
$252K Buy
+3,306
New +$241K 0.09% 157

Other funds holding NVS

Dixon Hubard Feinour & Brown's NVS Position: Q2 2022 in Review

Dixon Hubard Feinour & Brown increased its Novartis (NVS) stake by 11% in Q2 2022, buying an estimated $50.2K and bringing the position to 5,996 shares worth $507K. The position accounts for 0.06% of the portfolio, ranked #193.

Dixon Hubard Feinour & Brown first reported a position in NVS in Q1 2014 and has held it in 9 quarters since. 1,140 funds tracked by Wall St. Rank hold NVS as of Q2 2022.

  • Dixon Hubard Feinour & Brown held 5,996 shares of Novartis worth $507K as of Q2 2022.
  • Dixon Hubard Feinour & Brown bought 572 Novartis shares in Q2 2022, an estimated $50.2K.
  • Novartis made up 0.06% of Dixon Hubard Feinour & Brown's portfolio in Q2 2022, its #193 holding.
  • Dixon Hubard Feinour & Brown first reported a position in Novartis in Q1 2014 and has held it in 9 quarters since.
  • 1,140 funds tracked by Wall St. Rank held Novartis as of Q2 2022.

Based on Dixon Hubard Feinour & Brown's 13F filing for Q2 2022, filed 22 Jul 2022.