Fidelity International’s Novartis NVS Stock Holding History

Fidelity International’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 Q3	–	Sell	-37	Closed	-$3.73K	–	833
2023 Q2	$3.73K	Buy	+37	New	+$3.7K	﹤0.01%	795
2020 Q2	–	Sell	-53,093	Closed	-$4.38M	–	907
2020 Q1	$4.38M	Sell	53,093 -7,753	-13%	-$692K	0.01%	525
2019 Q4	$5.76M	Buy	60,846 +19,900	+49%	+$1.79M	0.01%	556
2019 Q3	$3.56M	Buy	+40,946	New	+$3.68M	0.01%	580

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

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

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

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

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

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

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

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

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

Fidelity International's NVS Position: Q3 2023 in Review

Fidelity International sold out of Novartis (NVS) in Q3 2023, closing a stake of 37 shares — an estimated $3.73K sold.

Fidelity International first reported a position in NVS in Q3 2019 and held it in 4 quarters. The position peaked at $5.76M in Q4 2019. 1,223 funds tracked by Wall St. Rank hold NVS as of Q3 2023.

Fidelity International reported no remaining Novartis position as of Q3 2023 after selling out during the quarter.
Fidelity International sold 37 Novartis shares in Q3 2023, an estimated $3.73K.
Fidelity International first reported a position in Novartis in Q3 2019 and held it in 4 quarters.
Fidelity International's Novartis position peaked at $5.76M in Q4 2019.
1,223 funds tracked by Wall St. Rank held Novartis as of Q3 2023.

Based on Fidelity International's 13F filing for Q3 2023, filed 13 Nov 2023.