Evelyn V. Moreno’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $3.71M | Sell |
36,718
-41,798
| -53% | -$4.03M | 1.75% | 12 |
|
|
2023
Q3 | $8M | Buy |
78,516
+3,757
| +5% | +$381K | 1.74% | 15 |
|
|
2023
Q2 | $7.54M | Sell |
74,759
-842
| -1% | -$84.2K | 1.61% | 20 |
|
|
2023
Q1 | $6.96M | Buy |
75,601
+4,004
| +6% | +$350K | 1.58% | 21 |
|
|
2022
Q4 | $6.5M | Buy |
71,597
+33,043
| +86% | +$2.78M | 1.5% | 22 |
|
|
2022
Q3 | $2.93M | Sell |
38,554
-33,330
| -46% | -$2.76M | 1.32% | 22 |
|
|
2022
Q2 | $6.08M | Sell |
71,884
-34,018
| -32% | -$2.98M | 1.42% | 27 |
|
|
2022
Q1 | $9.29M | Buy |
105,902
+5,083
| +5% | +$440K | 1.88% | 18 |
|
|
2021
Q4 | $8.82M | Buy |
100,819
+9,651
| +11% | +$801K | 1.76% | 25 |
|
|
2021
Q3 | $7.46M | Sell |
91,168
-590
| -0.6% | -$53.1K | 1.76% | 27 |
|
|
2021
Q2 | $8.37M | Buy |
91,758
+12,729
| +16% | +$1.13M | 1.97% | 22 |
|
|
2021
Q1 | $6.75M | Buy |
79,029
+165
| +0.2% | +$14.8K | 1.61% | 30 |
|
|
2020
Q4 | $7.45M | Sell |
78,864
-1,930
| -2% | -$169K | 1.85% | 23 |
|
|
2020
Q3 | $7.03M | Buy |
80,794
+35
| +0% | +$3.03K | 1.9% | 23 |
|
|
2020
Q2 | $7.05M | Sell |
80,759
-743
| -0.9% | -$64.1K | 2.05% | 17 |
|
|
2020
Q1 | $6.72M | Sell |
81,502
-683
| -0.8% | -$60.9K | 2.28% | 14 |
|
|
2019
Q4 | $7.78M | Sell |
82,185
-2,426
| -3% | -$218K | 2.09% | 21 |
|
|
2019
Q3 | $7.35M | Buy |
84,611
+1,063
| +1% | +$95.4K | 2.02% | 21 |
|
|
2019
Q2 | $7.63M | Sell |
83,548
-9,321
| -10% | -$789K | 2.32% | 18 |
|
|
2019
Q1 | $8M | Buy |
92,869
+117
| +0.1% | +$9.39K | 2.36% | 13 |
|
|
2018
Q4 | $7.13M | Buy |
92,752
+212
| +0.2% | +$16.5K | 2.36% | 16 |
|
|
2018
Q3 | $7.14M | Sell |
92,540
-3,363
| -4% | -$249K | 2% | 21 |
|
|
2018
Q2 | $6.49M | Buy |
95,903
+3,710
| +4% | +$256K | 1.89% | 25 |
|
|
2018
Q1 | $6.68M | Buy |
92,193
+659
| +0.7% | +$50.2K | 2.04% | 18 |
|
|
2017
Q4 | $6.89M | Sell |
91,534
-5,366
| -6% | -$405K | 2.08% | 20 |
|
|
2017
Q3 | $7.45M | Buy |
96,900
+689
| +0.7% | +$52K | 2.23% | 15 |
|
|
2017
Q2 | $7.2M | Sell |
96,211
-898
| -0.9% | -$63.6K | 2.21% | 17 |
|
|
2017
Q1 | $6.46M | Buy |
97,109
+12,857
| +15% | +$857K | 1.97% | 23 |
|
|
2016
Q4 | $5.5M | Buy |
84,252
+6,550
| +8% | +$425K | 1.98% | 23 |
|
|
2016
Q3 | $5.5M | Buy |
77,702
+944
| +1% | +$68.8K | 2.02% | 17 |
|
|
2016
Q2 | $5.67M | Buy |
76,758
+11,104
| +17% | +$767K | 2.15% | 16 |
|
|
2016
Q1 | $4.26M | Buy |
65,654
+1,177
| +2% | +$80.1K | 1.65% | 32 |
|
|
2015
Q4 | $4.97M | Buy |
64,477
+5,206
| +9% | +$414K | 2.07% | 17 |
|
|
2015
Q3 | $4.88M | Buy |
59,271
+23
| +0% | +$2.05K | 2.1% | 14 |
|
|
2015
Q2 | $5.22M | Sell |
59,248
-1,766
| -3% | -$162K | 2.08% | 10 |
|
|
2015
Q1 | $5.39M | Sell |
61,014
-2,773
| -4% | -$246K | 2.04% | 11 |
|
|
2014
Q4 | $5.3M | Sell |
63,787
-1,536
| -2% | -$127K | 1.95% | 13 |
|
|
2014
Q3 | $5.51M | Sell |
65,323
-253
| -0.4% | -$20.5K | 2.11% | 9 |
|
|
2014
Q2 | $5.32M | Sell |
65,576
-1,176
| -2% | -$92.5K | 2% | 11 |
|
|
2014
Q1 | $5.08M | Buy |
66,752
+256
| +0.4% | +$18.7K | 2% | 11 |
|
|
2013
Q4 | $4.79M | Buy |
+66,496
| New | +$4.62M | 1.98% | 12 |
|
Other funds holding NVS
Evelyn V. Moreno's NVS Position: Q4 2023 in Review
Evelyn V. Moreno reduced its Novartis (NVS) stake by 53% in Q4 2023, selling an estimated $4.03M and leaving 36,718 shares worth $3.71M. The position accounts for 1.75% of the portfolio, ranked #12.
Evelyn V. Moreno first reported a position in NVS in Q4 2013 and has held it in 41 quarters since. The position peaked at $9.29M in Q1 2022. 1,272 funds tracked by Wall St. Rank hold NVS as of Q4 2023.
- Evelyn V. Moreno held 36,718 shares of Novartis worth $3.71M as of Q4 2023.
- Evelyn V. Moreno sold 41,798 Novartis shares in Q4 2023, an estimated $4.03M.
- Novartis made up 1.75% of Evelyn V. Moreno's portfolio in Q4 2023, its #12 holding.
- Evelyn V. Moreno first reported a position in Novartis in Q4 2013 and has held it in 41 quarters since.
- Evelyn V. Moreno's Novartis position peaked at $9.29M in Q1 2022.
- 1,272 funds tracked by Wall St. Rank held Novartis as of Q4 2023.
Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.