HAP Trading’s Novartis NVS Stock Holding History

HAP Trading’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
2023 Q1	–	Sell	-27,478	Closed	-$2.4M	–	1538
2022 Q4	$2.49M	Buy	+27,478	New	+$2.31M	0.25%	101
2013 Q3	–	Sell	-11,606	Closed	-$735K	–	849
2013 Q2	$735K	Buy	+11,606	New	+$755K	0.02%	429

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

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

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

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 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

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

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

HAP Trading's NVS Position: Q1 2023 in Review

HAP Trading sold out of Novartis (NVS) in Q1 2023, closing a stake of 27,478 shares — an estimated $2.4M sold.

HAP Trading first reported a position in NVS in Q2 2013 and held it in 2 quarters. The position peaked at $2.49M in Q4 2022. 1,180 funds tracked by Wall St. Rank hold NVS as of Q1 2023.

HAP Trading reported no remaining Novartis position as of Q1 2023 after selling out during the quarter.
HAP Trading sold 27,478 Novartis shares in Q1 2023, an estimated $2.4M.
HAP Trading first reported a position in Novartis in Q2 2013 and held it in 2 quarters.
HAP Trading's Novartis position peaked at $2.49M in Q4 2022.
1,180 funds tracked by Wall St. Rank held Novartis as of Q1 2023.

Based on HAP Trading's 13F filing for Q1 2023, filed 12 May 2023.