Ergoteles’s Novartis NVS Stock Holding History

Ergoteles’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 Q1	–	Sell	-9,678	Closed	-$878K	–	1610
2022 Q4	$878K	Buy	+9,678	New	+$815K	0.03%	502

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

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

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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

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

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

Ergoteles's NVS Position: Q1 2023 in Review

Ergoteles sold out of Novartis (NVS) in Q1 2023, closing a stake of 9,678 shares — an estimated $878K sold.

Ergoteles first reported a position in NVS in Q4 2022 and held it in 1 quarter. The position peaked at $878K in Q4 2022. 1,180 funds tracked by Wall St. Rank hold NVS as of Q1 2023.

Ergoteles reported no remaining Novartis position as of Q1 2023 after selling out during the quarter.
Ergoteles sold 9,678 Novartis shares in Q1 2023, an estimated $878K.
Ergoteles first reported a position in Novartis in Q4 2022 and held it in 1 quarter.
Ergoteles's Novartis position peaked at $878K in Q4 2022.
1,180 funds tracked by Wall St. Rank held Novartis as of Q1 2023.

Based on Ergoteles's 13F filing for Q1 2023, filed 10 May 2023.