Enlightenment Research’s Novartis NVS Stock Holding History

Enlightenment Research’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 Q1	–	Sell	-2,300	Closed	-$201K	–	185
2021 Q4	$201K	Buy	+2,300	New	+$191K	0.29%	114
2021 Q2	–	Sell	-4,000	Closed	-$342K	–	194
2021 Q1	$342K	Buy	+4,000	New	+$359K	0.41%	69
2020 Q3	–	Sell	-3,600	Closed	-$314K	–	109
2020 Q2	$314K	Buy	+3,600	New	+$311K	0.75%	40
2019 Q1	–	Sell	-3,794	Closed	-$292K	–	473
2018 Q4	$292K	Buy	+3,794	New	+$295K	0.36%	58

Other funds holding NVS

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Enlightenment Research's NVS Position: Q1 2022 in Review

Enlightenment Research sold out of Novartis (NVS) in Q1 2022, closing a stake of 2,300 shares — an estimated $201K sold.

Enlightenment Research first reported a position in NVS in Q4 2018 and held it in 4 quarters. The position peaked at $342K in Q1 2021. 1,136 funds tracked by Wall St. Rank hold NVS as of Q1 2022.

Enlightenment Research reported no remaining Novartis position as of Q1 2022 after selling out during the quarter.
Enlightenment Research sold 2,300 Novartis shares in Q1 2022, an estimated $201K.
Enlightenment Research first reported a position in Novartis in Q4 2018 and held it in 4 quarters.
Enlightenment Research's Novartis position peaked at $342K in Q1 2021.
1,136 funds tracked by Wall St. Rank held Novartis as of Q1 2022.

Based on Enlightenment Research's 13F filing for Q1 2022, filed 13 May 2022.