Hancock Whitney’s Novartis NVS Stock Holding History

Hancock Whitney’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	-3,511	Closed	-$307K	–	710
2021 Q4	$307K	Buy	3,511 +478	+16%	+$39.7K	0.01%	584
2021 Q3	$248K	Sell	3,033 -808	-21%	-$72.7K	0.01%	614
2021 Q2	$351K	Buy	3,841 +1,347	+54%	+$120K	0.01%	646
2021 Q1	$213K	Sell	2,494 -274	-10%	-$24.6K	0.01%	724
2020 Q4	$261K	Sell	2,768 -364	-12%	-$31.8K	0.01%	681
2020 Q3	$272K	Sell	3,132 -48	-2%	-$4.16K	0.01%	654
2020 Q2	$278K	Sell	3,180 -166	-5%	-$14.3K	0.01%	642
2020 Q1	$276K	Buy	3,346 +1,108	+50%	+$98.9K	0.01%	668
2019 Q4	$212K	Buy	+2,238	New	+$201K	0.01%	747
2019 Q3	–	Sell	-2,203	Closed	-$201K	–	867
2019 Q2	$201K	Buy	+2,203	New	+$186K	0.01%	805
2015 Q1	–	Sell	-2,666	Closed	-$221K	–	527
2014 Q4	$221K	Sell	2,666 -670	-20%	-$55.5K	0.01%	481
2014 Q3	$281K	Sell	3,336 -360	-10%	-$29.1K	0.01%	458
2014 Q2	$299K	Buy	3,696 +841	+29%	+$66.1K	0.01%	452
2014 Q1	$218K	Buy	+2,855	New	+$208K	0.01%	470
2013 Q4	–	Sell	-3,378	Closed	-$232K	–	533
2013 Q3	$232K	Sell	3,378 -26	-0.8%	-$1.72K	0.01%	451
2013 Q2	$215K	Buy	+3,404	New	+$221K	0.01%	470

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

Hancock Whitney's NVS Position: Q1 2022 in Review

Hancock Whitney sold out of Novartis (NVS) in Q1 2022, closing a stake of 3,511 shares — an estimated $307K sold.

Hancock Whitney first reported a position in NVS in Q2 2013 and held it in 16 quarters. The position peaked at $351K in Q2 2021. 1,137 funds tracked by Wall St. Rank hold NVS as of Q1 2022.

Hancock Whitney reported no remaining Novartis position as of Q1 2022 after selling out during the quarter.
Hancock Whitney sold 3,511 Novartis shares in Q1 2022, an estimated $307K.
Hancock Whitney first reported a position in Novartis in Q2 2013 and held it in 16 quarters.
Hancock Whitney's Novartis position peaked at $351K in Q2 2021.
1,137 funds tracked by Wall St. Rank held Novartis as of Q1 2022.

Based on Hancock Whitney's 13F filing for Q1 2022, filed 12 May 2022.