Grey Street Capital’s Novartis NVS Stock Holding History

Grey Street Capital’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 Q1	$1.73M	Buy	+17,188	New	+$1.76M	0.23%	99

Other funds holding NVS

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Grey Street Capital's NVS Position: Q1 2024 in Review

Grey Street Capital opened a new position in Novartis (NVS) in Q1 2024: 17,188 shares worth $1.73M. The stake represents 0.23% of the portfolio and ranks #99 among its holdings.

1,254 funds tracked by Wall St. Rank hold NVS as of Q1 2024.

Grey Street Capital held 17,188 shares of Novartis worth $1.73M as of Q1 2024.
Novartis was a new Grey Street Capital position in Q1 2024.
Novartis made up 0.23% of Grey Street Capital's portfolio in Q1 2024, its #99 holding.
1,254 funds tracked by Wall St. Rank held Novartis as of Q1 2024.

Based on Grey Street Capital's 13F filing for Q1 2024, filed 9 Aug 2024.