HC Financial Advisors’s Novartis NVS Stock Holding History

HC Financial Advisors’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 Q2	$1.75M	Sell	20,653 -610	-3%	-$53.5K	1.17%	32
2022 Q1	$1.87M	Sell	21,263 -610	-3%	-$52.8K	1.11%	32
2021 Q4	$1.91M	Buy	21,873 +790	+4%	+$65.6K	1.06%	37
2021 Q3	$1.72M	Buy	21,083 +820	+4%	+$73.8K	1.03%	36
2021 Q2	$1.85M	Buy	20,263 +375	+2%	+$33.4K	1.08%	35
2021 Q1	$1.7M	Buy	19,888 +439	+2%	+$39.4K	1.04%	36
2020 Q4	$1.84M	Buy	19,449 +1,628	+9%	+$142K	1.18%	32
2020 Q3	$1.55M	Buy	17,821 +1,203	+7%	+$104K	1.11%	35
2020 Q2	$1.45M	Sell	16,618 -38	-0.2%	-$3.28K	1.13%	34
2020 Q1	$1.37M	Sell	16,656 -238	-1%	-$21.2K	1.23%	31
2019 Q4	$1.6M	Sell	16,894 -385	-2%	-$34.5K	1.26%	34
2019 Q3	$1.5M	Sell	17,279 -1,209	-7%	-$109K	1.29%	35
2019 Q2	$1.69M	Sell	18,488 -1,531	-8%	-$130K	1.68%	28
2019 Q1	$1.73M	Buy	20,019 +195	+1%	+$15.7K	1.81%	27
2018 Q4	$1.52M	Buy	19,824 +926	+5%	+$72.1K	3.4%	15
2018 Q3	$1.46M	Buy	18,898 +910	+5%	+$67.3K	1.29%	35
2018 Q2	$1.22M	Buy	17,988 +101	+0.6%	+$6.97K	1.19%	38
2018 Q1	$1.3M	Sell	17,887 -296	-2%	-$22.5K	1.28%	34
2017 Q4	$1.37M	Buy	+18,183	New	+$1.37M	1.32%	34

Other funds holding NVS

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

HC Financial Advisors's NVS Position: Q2 2022 in Review

HC Financial Advisors reduced its Novartis (NVS) stake by 2.9% in Q2 2022, selling an estimated $53.5K and leaving 20,653 shares worth $1.75M. The position accounts for 1.17% of the portfolio, ranked #32.

HC Financial Advisors first reported a position in NVS in Q4 2017 and has held it in 19 quarters since. The position peaked at $1.91M in Q4 2021. 1,141 funds tracked by Wall St. Rank hold NVS as of Q2 2022.

HC Financial Advisors held 20,653 shares of Novartis worth $1.75M as of Q2 2022.
HC Financial Advisors sold 610 Novartis shares in Q2 2022, an estimated $53.5K.
Novartis made up 1.17% of HC Financial Advisors's portfolio in Q2 2022, its #32 holding.
HC Financial Advisors first reported a position in Novartis in Q4 2017 and has held it in 19 quarters since.
HC Financial Advisors's Novartis position peaked at $1.91M in Q4 2021.
1,141 funds tracked by Wall St. Rank held Novartis as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.