HL
Harding Loevner’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.9M | Buy |
+313,527
| New | +$37.9M | 0.26% | 58 |
|
|
2019
Q1 | – | Sell |
-1,750
| Closed | -$150K | – | 139 |
|
|
2018
Q4 | $150K | Hold |
1,750
| – | – | ﹤0.01% | 78 |
|
|
2018
Q3 | $151K | Hold |
1,750
| – | – | ﹤0.01% | 76 |
|
|
2018
Q2 | $132K | Hold |
1,750
| – | – | ﹤0.01% | 76 |
|
|
2018
Q1 | $141K | Hold |
1,750
| – | – | ﹤0.01% | 80 |
|
|
2017
Q4 | $147K | Hold |
1,750
| – | – | ﹤0.01% | 78 |
|
|
2017
Q3 | $150K | Hold |
1,750
| – | – | ﹤0.01% | 78 |
|
|
2017
Q2 | $146K | Buy |
+1,750
| New | +$146K | ﹤0.01% | 73 |
|
|
2016
Q4 | – | Sell |
-980
| Closed | -$77K | – | 86 |
|
|
2016
Q3 | $77K | Buy |
980
+90
| +10% | +$7.07K | ﹤0.01% | 80 |
|
|
2016
Q2 | $73K | Buy |
890
+170
| +24% | +$13.9K | ﹤0.01% | 74 |
|
|
2016
Q1 | $52K | Hold |
720
| – | – | ﹤0.01% | 78 |
|
|
2015
Q4 | $62K | Buy |
+720
| New | +$62K | ﹤0.01% | 88 |
|
|
2013
Q3 | – | Sell |
-1
| Closed | – | – | 88 |
|
|
2013
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 86 |
|