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Econ Financial Services’s Novartis NVS Stock Holding History

Econ Financial Services’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
-30,288
Closed -$2.3M – 69
2022
Q3 		$2.3M Buy
+30,288
New +$2.51M 1.9% 18

Other funds holding NVS

Dodge & Cox
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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Econ Financial Services's NVS Position: Q4 2022 in Review

Econ Financial Services sold out of Novartis (NVS) in Q4 2022, closing a stake of 30,288 shares — an estimated $2.3M sold.

Econ Financial Services first reported a position in NVS in Q3 2022 and held it in 1 quarter. The position peaked at $2.3M in Q3 2022. 1,182 funds tracked by Wall St. Rank hold NVS as of Q4 2022.

  • Econ Financial Services reported no remaining Novartis position as of Q4 2022 after selling out during the quarter.
  • Econ Financial Services sold 30,288 Novartis shares in Q4 2022, an estimated $2.3M.
  • Econ Financial Services first reported a position in Novartis in Q3 2022 and held it in 1 quarter.
  • Econ Financial Services's Novartis position peaked at $2.3M in Q3 2022.
  • 1,182 funds tracked by Wall St. Rank held Novartis as of Q4 2022.

Based on Econ Financial Services's 13F filing for Q4 2022, filed 26 Jan 2023.