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H.L. Ormond & Company’s Novartis NVS Stock Holding History

H.L. Ormond & Company’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 		$229K Sell
3,003
-199
-6% -$16.5K 0.37% 84
2022
Q2 		$271K Sell
3,202
-359
-10% -$31.5K 0.44% 76
2022
Q1 		$313K Sell
3,561
-26
-0.7% -$2.25K 0.38% 83
2021
Q4 		$313K Buy
+3,587
New +$298K 0.37% 87

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

H.L. Ormond & Company's NVS Position: Q3 2022 in Review

H.L. Ormond & Company reduced its Novartis (NVS) stake by 6.2% in Q3 2022, selling an estimated $16.5K and leaving 3,003 shares worth $229K. The position accounts for 0.37% of the portfolio, ranked #84.

H.L. Ormond & Company first reported a position in NVS in Q4 2021 and has held it in 4 quarters since. The position peaked at $313K in Q1 2022. 1,088 funds tracked by Wall St. Rank hold NVS as of Q3 2022.

  • H.L. Ormond & Company held 3,003 shares of Novartis worth $229K as of Q3 2022.
  • H.L. Ormond & Company sold 199 Novartis shares in Q3 2022, an estimated $16.5K.
  • Novartis made up 0.37% of H.L. Ormond & Company's portfolio in Q3 2022, its #84 holding.
  • H.L. Ormond & Company first reported a position in Novartis in Q4 2021 and has held it in 4 quarters since.
  • H.L. Ormond & Company's Novartis position peaked at $313K in Q1 2022.
  • 1,088 funds tracked by Wall St. Rank held Novartis as of Q3 2022.

Based on H.L. Ormond & Company's 13F filing for Q3 2022, filed 14 Nov 2022.