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 $182B AUM 14.68% 1-Year Est. Return

Primecap Management

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources

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

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of America

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

Wellington Management Group

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