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GYL Financial Synergies’s Novartis NVS Stock Holding History

GYL Financial Synergies’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
Q3 		– Sell
-3,425
Closed -$365K – 370
2024
Q2 		$365K Buy
3,425
+66
+2% +$6.63K 0.03% 274
2024
Q1 		$325K Buy
3,359
+10
+0.3% +$1.02K 0.03% 290
2023
Q4 		$338K Sell
3,349
-179
-5% -$17.3K 0.03% 276
2023
Q3 		$359K Buy
3,528
+255
+8% +$25.9K 0.03% 263
2023
Q2 		$330K Buy
+3,273
New +$327K 0.03% 276

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

GYL Financial Synergies's NVS Position: Q3 2024 in Review

GYL Financial Synergies sold out of Novartis (NVS) in Q3 2024, closing a stake of 3,425 shares — an estimated $365K sold.

GYL Financial Synergies first reported a position in NVS in Q2 2023 and held it in 5 quarters. The position peaked at $365K in Q2 2024. 1,312 funds tracked by Wall St. Rank hold NVS as of Q3 2024.

  • GYL Financial Synergies reported no remaining Novartis position as of Q3 2024 after selling out during the quarter.
  • GYL Financial Synergies sold 3,425 Novartis shares in Q3 2024, an estimated $365K.
  • GYL Financial Synergies first reported a position in Novartis in Q2 2023 and held it in 5 quarters.
  • GYL Financial Synergies's Novartis position peaked at $365K in Q2 2024.
  • 1,312 funds tracked by Wall St. Rank held Novartis as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.