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Fernwood Investment Management’s Novartis NVS Stock Holding History

Fernwood Investment Management’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
2024
Q2 		– Sell
-30
Closed -$2.9K – 535
2024
Q1 		$2.9K Buy
+30
New +$3.08K ﹤0.01% 660

Other funds holding NVS

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Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

Fernwood Investment Management's NVS Position: Q2 2024 in Review

Fernwood Investment Management sold out of Novartis (NVS) in Q2 2024, closing a stake of 30 shares — an estimated $2.9K sold.

Fernwood Investment Management first reported a position in NVS in Q1 2024 and held it in 1 quarter. The position peaked at $2.9K in Q1 2024. 1,307 funds tracked by Wall St. Rank hold NVS as of Q2 2024.

  • Fernwood Investment Management reported no remaining Novartis position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 30 Novartis shares in Q2 2024, an estimated $2.9K.
  • Fernwood Investment Management first reported a position in Novartis in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Novartis position peaked at $2.9K in Q1 2024.
  • 1,307 funds tracked by Wall St. Rank held Novartis as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.