Dynamic Technology Lab’s Novartis NVS Stock Holding History

Dynamic Technology Lab’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	-4,100	Closed	-$414K	–	1206
2023 Q2	$414K	Buy	+4,100	New	+$410K	0.05%	581
2022 Q4	–	Sell	-3,600	Closed	-$274K	–	1389
2022 Q3	$274K	Buy	+3,600	New	+$298K	0.03%	846
2021 Q4	–	Sell	-2,702	Closed	-$221K	–	1376
2021 Q3	$221K	Sell	2,702 -950	-26%	-$85.5K	0.03%	879
2021 Q2	$333K	Buy	+3,652	New	+$325K	0.03%	745
2019 Q1	–	Sell	-3,591	Closed	-$276K	–	1228
2018 Q4	$276K	Buy	+3,591	New	+$280K	0.05%	677
2015 Q3	–	Sell	-2,455	Closed	-$216K	–	974
2015 Q2	$216K	Buy	+2,455	New	+$225K	0.08%	593

Other funds holding NVS

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dynamic Technology Lab's NVS Position: Q3 2023 in Review

Dynamic Technology Lab sold out of Novartis (NVS) in Q3 2023, closing a stake of 4,100 shares — an estimated $414K sold.

Dynamic Technology Lab first reported a position in NVS in Q2 2015 and held it in 6 quarters. The position peaked at $414K in Q2 2023. 1,222 funds tracked by Wall St. Rank hold NVS as of Q3 2023.

Dynamic Technology Lab reported no remaining Novartis position as of Q3 2023 after selling out during the quarter.
Dynamic Technology Lab sold 4,100 Novartis shares in Q3 2023, an estimated $414K.
Dynamic Technology Lab first reported a position in Novartis in Q2 2015 and held it in 6 quarters.
Dynamic Technology Lab's Novartis position peaked at $414K in Q2 2023.
1,222 funds tracked by Wall St. Rank held Novartis as of Q3 2023.

Based on Dynamic Technology Lab's 13F filing for Q3 2023, filed 14 Nov 2023.