GAMCO Investors’s Novartis NVS Stock Holding History

GAMCO Investors’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 Q1	–	Sell	-2,684	Closed	-$235K	–	925
2021 Q4	$235K	Buy	+2,684	New	+$223K	﹤0.01%	856
2020 Q3	–	Sell	-13,095	Closed	-$1.14M	–	885
2020 Q2	$1.14M	Hold	13,095	–	–	0.01%	541
2020 Q1	$1.08M	Buy	13,095 +1,000	+8%	+$89.2K	0.01%	535
2019 Q4	$1.15M	Sell	12,095 -400	-3%	-$35.9K	0.01%	594
2019 Q3	$1.09M	Sell	12,495 -660	-5%	-$59.3K	0.01%	588
2019 Q2	$1.2M	Buy	13,155 +9,690	+280%	+$820K	0.01%	580
2019 Q1	$299K	Buy	+3,465	New	+$278K	﹤0.01%	754
2018 Q2	–	Sell	-3,063	Closed	-$222K	–	857
2018 Q1	$222K	Hold	3,063	–	–	﹤0.01%	787
2017 Q4	$230K	Sell	3,063 -2,958	-49%	-$223K	﹤0.01%	786
2017 Q3	$463K	Sell	6,021 -111	-2%	-$8.38K	﹤0.01%	696
2017 Q2	$459K	Sell	6,132 -140	-2%	-$9.92K	﹤0.01%	703
2017 Q1	$417K	Sell	6,272 -279	-4%	-$18.6K	﹤0.01%	708
2016 Q4	$428K	Sell	6,551 -441	-6%	-$28.6K	﹤0.01%	697
2016 Q3	$495K	Buy	6,992 +279	+4%	+$20.3K	﹤0.01%	674
2016 Q2	$496K	Sell	6,713 -948	-12%	-$65.5K	﹤0.01%	684
2016 Q1	$497K	Sell	7,661 -586	-7%	-$39.9K	﹤0.01%	667
2015 Q4	$636K	Sell	8,247 -168	-2%	-$13.3K	﹤0.01%	646
2015 Q3	$693K	Sell	8,415 -881	-9%	-$78.4K	﹤0.01%	650
2015 Q2	$819K	Sell	9,296 -1,685	-15%	-$155K	﹤0.01%	644
2015 Q1	$970K	Buy	10,981 +279	+3%	+$24.7K	0.01%	632
2014 Q4	$889K	Sell	10,702 -670	-6%	-$55.5K	﹤0.01%	658
2014 Q3	$959K	Sell	11,372 -56	-0.5%	-$4.53K	0.01%	655
2014 Q2	$927K	Sell	11,428 -558	-5%	-$43.9K	﹤0.01%	652
2014 Q1	$913K	Sell	11,986 -111	-0.9%	-$8.09K	﹤0.01%	627
2013 Q4	$871K	Hold	12,097	–	–	﹤0.01%	627
2013 Q3	$832K	Hold	12,097	–	–	﹤0.01%	634
2013 Q2	$766K	Buy	+12,097	New	+$787K	﹤0.01%	615

Other funds holding NVS

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

GAMCO Investors's NVS Position: Q1 2022 in Review

GAMCO Investors sold out of Novartis (NVS) in Q1 2022, closing a stake of 2,684 shares — an estimated $235K sold.

GAMCO Investors first reported a position in NVS in Q2 2013 and held it in 27 quarters. The position peaked at $1.2M in Q2 2019. 1,137 funds tracked by Wall St. Rank hold NVS as of Q1 2022.

GAMCO Investors reported no remaining Novartis position as of Q1 2022 after selling out during the quarter.
GAMCO Investors sold 2,684 Novartis shares in Q1 2022, an estimated $235K.
GAMCO Investors first reported a position in Novartis in Q2 2013 and held it in 27 quarters.
GAMCO Investors's Novartis position peaked at $1.2M in Q2 2019.
1,137 funds tracked by Wall St. Rank held Novartis as of Q1 2022.

Based on GAMCO Investors's 13F filing for Q1 2022, filed 13 May 2022.