FourThought Financial’s Novartis NVS Stock Holding History

FourThought Financial’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
2022 Q3	$549K	Sell	7,227 -1,759	-20%	-$146K	0.08%	160
2022 Q2	$760K	Sell	8,986 -5,430	-38%	-$476K	0.11%	133
2022 Q1	$1.26M	Sell	14,416 -72,351	-83%	-$6.26M	0.16%	108
2021 Q4	$7.59M	Buy	86,767 +1,610	+2%	+$134K	0.95%	27
2021 Q3	$6.96M	Buy	85,157 +1,936	+2%	+$174K	0.93%	31
2021 Q2	$7.59M	Buy	83,221 +9,386	+13%	+$836K	1.02%	29
2021 Q1	$6.31M	Sell	73,835 -9,099	-11%	-$817K	0.91%	29
2020 Q4	$7.83M	Buy	+82,934	New	+$7.25M	1.25%	20

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

FourThought Financial's NVS Position: Q3 2022 in Review

FourThought Financial reduced its Novartis (NVS) stake by 20% in Q3 2022, selling an estimated $146K and leaving 7,227 shares worth $549K. The position accounts for 0.08% of the portfolio, ranked #160.

FourThought Financial first reported a position in NVS in Q4 2020 and has held it in 8 quarters since. The position peaked at $7.83M in Q4 2020. 1,089 funds tracked by Wall St. Rank hold NVS as of Q3 2022.

FourThought Financial held 7,227 shares of Novartis worth $549K as of Q3 2022.
FourThought Financial sold 1,759 Novartis shares in Q3 2022, an estimated $146K.
Novartis made up 0.08% of FourThought Financial's portfolio in Q3 2022, its #160 holding.
FourThought Financial first reported a position in Novartis in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Novartis position peaked at $7.83M in Q4 2020.
1,089 funds tracked by Wall St. Rank held Novartis as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.