First Heartland Consultants’s Novartis NVS Stock Holding History

First Heartland Consultants’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 Q2	–	Sell	-4,566	Closed	-$420K	–	389
2023 Q1	$420K	Buy	4,566 +13	+0.3%	+$1.14K	0.06%	228
2022 Q4	$413K	Buy	+4,553	New	+$383K	0.07%	227
2016 Q3	–	Sell	-3,775	Closed	-$279	–	330
2016 Q2	$279	Buy	+3,775	New	+$261K	0.03%	240
2014 Q4	–	Sell	-2,375	Closed	-$200K	–	264
2014 Q3	$200K	Buy	+2,375	New	+$192K	0.09%	232

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

First Heartland Consultants's NVS Position: Q2 2023 in Review

First Heartland Consultants sold out of Novartis (NVS) in Q2 2023, closing a stake of 4,566 shares — an estimated $420K sold.

First Heartland Consultants first reported a position in NVS in Q3 2014 and held it in 4 quarters. The position peaked at $420K in Q1 2023. 1,202 funds tracked by Wall St. Rank hold NVS as of Q2 2023.

First Heartland Consultants reported no remaining Novartis position as of Q2 2023 after selling out during the quarter.
First Heartland Consultants sold 4,566 Novartis shares in Q2 2023, an estimated $420K.
First Heartland Consultants first reported a position in Novartis in Q3 2014 and held it in 4 quarters.
First Heartland Consultants's Novartis position peaked at $420K in Q1 2023.
1,202 funds tracked by Wall St. Rank held Novartis as of Q2 2023.

Based on First Heartland Consultants's 13F filing for Q2 2023, filed 26 Jul 2023.