Horizon Bancorp’s Novartis NVS Stock Holding History

Horizon Bancorp’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	-135	Closed	-$12K	–	210
2022 Q4	$12K	Buy	+135	New	+$11.4K	0.01%	172
2020 Q3	$327K	Buy	3,763 +163	+5%	+$14.1K	0.46%	58
2020 Q2	$314K	Sell	3,600 -856	-19%	-$73.9K	0.34%	56
2020 Q1	$367K	Sell	4,456 -319	-7%	-$28.5K	0.57%	50
2019 Q4	$452K	Buy	+4,775	New	+$428K	0.42%	63

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

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

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

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Horizon Bancorp's NVS Position: Q1 2023 in Review

Horizon Bancorp sold out of Novartis (NVS) in Q1 2023, closing a stake of 135 shares — an estimated $12K sold.

Horizon Bancorp first reported a position in NVS in Q4 2019 and held it in 5 quarters. The position peaked at $452K in Q4 2019. 1,180 funds tracked by Wall St. Rank hold NVS as of Q1 2023.

Horizon Bancorp reported no remaining Novartis position as of Q1 2023 after selling out during the quarter.
Horizon Bancorp sold 135 Novartis shares in Q1 2023, an estimated $12K.
Horizon Bancorp first reported a position in Novartis in Q4 2019 and held it in 5 quarters.
Horizon Bancorp's Novartis position peaked at $452K in Q4 2019.
1,180 funds tracked by Wall St. Rank held Novartis as of Q1 2023.

Based on Horizon Bancorp's 13F filing for Q1 2023, filed 5 May 2023.