Eaton Financial Holdings’s Novartis NVS Stock Holding History

Eaton Financial Holdings’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 Q4	–	Sell	-17,710	Closed	-$1.8M	–	167
2023 Q3	$1.8M	Buy	+17,710	New	+$1.8M	0.48%	61

Other funds holding NVS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Eaton Financial Holdings's NVS Position: Q4 2023 in Review

Eaton Financial Holdings sold out of Novartis (NVS) in Q4 2023, closing a stake of 17,710 shares — an estimated $1.8M sold.

Eaton Financial Holdings first reported a position in NVS in Q3 2023 and held it in 1 quarter. The position peaked at $1.8M in Q3 2023. 1,272 funds tracked by Wall St. Rank hold NVS as of Q4 2023.

Eaton Financial Holdings reported no remaining Novartis position as of Q4 2023 after selling out during the quarter.
Eaton Financial Holdings sold 17,710 Novartis shares in Q4 2023, an estimated $1.8M.
Eaton Financial Holdings first reported a position in Novartis in Q3 2023 and held it in 1 quarter.
Eaton Financial Holdings's Novartis position peaked at $1.8M in Q3 2023.
1,272 funds tracked by Wall St. Rank held Novartis as of Q4 2023.

Based on Eaton Financial Holdings's 13F filing for Q4 2023, filed 12 Feb 2024.