Hotaling Investment Management’s Novartis NVS Stock Holding History

Hotaling Investment Management’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 Q4	$210K	Buy	+2,315	New	+$195K	0.1%	113
2022 Q3	–	Sell	-3,630	Closed	-$307K	–	121
2022 Q2	$307K	Buy	3,630 +1,315	+57%	+$115K	0.13%	101
2022 Q1	$203K	Sell	2,315 -1,315	-36%	-$114K	0.08%	123
2021 Q4	$318K	Buy	+3,630	New	+$301K	0.11%	105
2021 Q3	–	Sell	-3,630	Closed	-$331K	–	131
2021 Q2	$331K	Buy	+3,630	New	+$323K	0.13%	99
2021 Q1	–	Sell	-2,315	Closed	-$219K	–	122
2020 Q4	$219K	Hold	2,315	–	–	0.1%	103
2020 Q3	$201K	Buy	+2,315	New	+$201K	0.11%	104

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

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Hotaling Investment Management's NVS Position: Q4 2022 in Review

Hotaling Investment Management opened a new position in Novartis (NVS) in Q4 2022: 2,315 shares worth $210K. The stake represents 0.1% of the portfolio and ranks #113 among its holdings. This is a return to the name: Hotaling Investment Management previously reported a position in NVS as recently as Q2 2022.

Hotaling Investment Management first reported a position in NVS in Q3 2020 and has held it in 7 quarters since. The position peaked at $331K in Q2 2021. 1,182 funds tracked by Wall St. Rank hold NVS as of Q4 2022.

Hotaling Investment Management held 2,315 shares of Novartis worth $210K as of Q4 2022.
Novartis was a new Hotaling Investment Management position in Q4 2022.
Novartis made up 0.1% of Hotaling Investment Management's portfolio in Q4 2022, its #113 holding.
Hotaling Investment Management first reported a position in Novartis in Q3 2020 and has held it in 7 quarters since.
Hotaling Investment Management's Novartis position peaked at $331K in Q2 2021.
1,182 funds tracked by Wall St. Rank held Novartis as of Q4 2022.

Based on Hotaling Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.