DZ Bank’s Novartis NVS Stock Holding History

DZ Bank’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 Q4	–	Sell	-614	Closed	-$46.7K	–	1077
2022 Q3	$46.7K	Buy	+614	New	+$50.9K	﹤0.01%	954

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

DZ Bank's NVS Position: Q4 2022 in Review

DZ Bank sold out of Novartis (NVS) in Q4 2022, closing a stake of 614 shares — an estimated $46.7K sold.

DZ Bank first reported a position in NVS in Q3 2022 and held it in 1 quarter. The position peaked at $46.7K in Q3 2022. 1,182 funds tracked by Wall St. Rank hold NVS as of Q4 2022.

DZ Bank reported no remaining Novartis position as of Q4 2022 after selling out during the quarter.
DZ Bank sold 614 Novartis shares in Q4 2022, an estimated $46.7K.
DZ Bank first reported a position in Novartis in Q3 2022 and held it in 1 quarter.
DZ Bank's Novartis position peaked at $46.7K in Q3 2022.
1,182 funds tracked by Wall St. Rank held Novartis as of Q4 2022.

Based on DZ Bank's 13F filing for Q4 2022, filed 14 Feb 2023.