Hartford Investment Management Co (HIMCO)’s Novartis NVS Stock Holding History

Hartford Investment Management Co (HIMCO)’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 Q4	–	Sell	-5,687	Closed	-$579K	–	509
2023 Q3	$579K	Hold	5,687	–	–	0.02%	465
2023 Q2	$574K	Buy	5,687 +388	+7%	+$38.8K	0.02%	485
2023 Q1	$488K	Hold	5,299	–	–	0.02%	494
2022 Q4	$481K	Sell	5,299 -69	-1%	-$5.81K	0.01%	507
2022 Q3	$408K	Sell	5,368 -597	-10%	-$49.5K	0.01%	522
2022 Q2	$504K	Hold	5,965	–	–	0.02%	504
2022 Q1	$523K	Hold	5,965	–	–	0.01%	511
2021 Q4	$522K	Hold	5,965	–	–	0.01%	516
2021 Q3	$488K	Hold	5,965	–	–	0.01%	517
2021 Q2	$544K	Buy	5,965 +1,720	+41%	+$153K	0.01%	510
2021 Q1	$363K	Hold	4,245	–	–	0.01%	520
2020 Q4	$401K	Hold	4,245	–	–	0.01%	508
2020 Q3	$369K	Hold	4,245	–	–	0.01%	500
2020 Q2	$371K	Buy	+4,245	New	+$366K	0.01%	500
2017 Q1	–	Sell	-5,456	Closed	-$356K	–	633
2016 Q4	$356K	Buy	+5,456	New	+$354K	0.01%	546
2015 Q4	–	Sell	-2,801	Closed	-$231K	–	633
2015 Q3	$231K	Sell	2,801 -530	-16%	-$47.2K	0.01%	564
2015 Q2	$294K	Hold	3,331	–	–	0.01%	553
2015 Q1	$294K	Buy	3,331 +562	+20%	+$49.8K	0.01%	552
2014 Q4	$230K	Buy	2,769 +25	+0.9%	+$2.07K	﹤0.01%	640
2014 Q3	$231K	Hold	2,744	–	–	﹤0.01%	673
2014 Q2	$223K	Buy	2,744 +13	+0.5%	+$1.02K	﹤0.01%	707
2014 Q1	$208K	Buy	+2,731	New	+$199K	﹤0.01%	721

Other funds holding NVS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Hartford Investment Management Co (HIMCO)'s NVS Position: Q4 2023 in Review

Hartford Investment Management Co (HIMCO) sold out of Novartis (NVS) in Q4 2023, closing a stake of 5,687 shares — an estimated $579K sold.

Hartford Investment Management Co (HIMCO) first reported a position in NVS in Q1 2014 and held it in 22 quarters. The position peaked at $579K in Q3 2023. 1,273 funds tracked by Wall St. Rank hold NVS as of Q4 2023.

Hartford Investment Management Co (HIMCO) reported no remaining Novartis position as of Q4 2023 after selling out during the quarter.
Hartford Investment Management Co (HIMCO) sold 5,687 Novartis shares in Q4 2023, an estimated $579K.
Hartford Investment Management Co (HIMCO) first reported a position in Novartis in Q1 2014 and held it in 22 quarters.
Hartford Investment Management Co (HIMCO)'s Novartis position peaked at $579K in Q3 2023.
1,273 funds tracked by Wall St. Rank held Novartis as of Q4 2023.

Based on Hartford Investment Management Co (HIMCO)'s 13F filing for Q4 2023, filed 23 Jan 2024.