H
NVS icon

HoyleCohen’s Novartis NVS Stock Holding History

HoyleCohen’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
2024
Q2 		– Sell
-4,147
Closed -$401K – 294
2024
Q1 		$401K Buy
4,147
+229
+6% +$23.5K 0.03% 213
2023
Q4 		$396K Hold
3,918
– – 0.03% 210
2023
Q3 		$399K Buy
3,918
+225
+6% +$22.8K 0.04% 196
2023
Q2 		$373K Hold
3,693
– – 0.03% 203
2023
Q1 		$340K Sell
3,693
-1,000
-21% -$87.3K 0.03% 209
2022
Q4 		$426K Sell
4,693
-467
-9% -$39.3K 0.04% 195
2022
Q3 		$392K Sell
5,160
-99
-2% -$8.21K 0.04% 190
2022
Q2 		$445K Sell
5,259
-94
-2% -$8.25K 0.05% 185
2022
Q1 		$470K Sell
5,353
-220
-4% -$19K 0.04% 193
2021
Q4 		$487K Buy
5,573
+651
+13% +$54.1K 0.04% 196
2021
Q3 		$403K Hold
4,922
– – 0.04% 198
2021
Q2 		$449 Sell
4,922
-15
-0.3% -$1.34K 0.04% 192
2021
Q1 		$422K Sell
4,937
-185
-4% -$16.6K 0.04% 191
2020
Q4 		$484K Sell
5,122
-150
-3% -$13.1K 0.06% 165
2020
Q3 		$458K Buy
5,272
+200
+4% +$17.3K 0.07% 142
2020
Q2 		$443K Hold
5,072
– – 0.07% 131
2020
Q1 		$418K Sell
5,072
-40
-0.8% -$3.57K 0.08% 132
2019
Q4 		$484K Hold
5,112
– – 0.08% 141
2019
Q3 		$444K Hold
5,112
– – 0.08% 147
2019
Q2 		$467K Buy
5,112
+1,779
+53% +$151K 0.08% 141
2019
Q1 		$287K Buy
3,333
+687
+26% +$55.2K 0.05% 157
2018
Q4 		$203K Hold
2,646
– – 0.04% 161
2018
Q3 		$204K Buy
+2,646
New +$196K 0.04% 163
2018
Q2 		– Sell
-3,316
Closed -$240K – 163
2018
Q1 		$240K Sell
3,316
-237
-7% -$18K 0.05% 142
2017
Q4 		$267K Buy
+3,553
New +$268K 0.05% 139

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

HoyleCohen's NVS Position: Q2 2024 in Review

HoyleCohen sold out of Novartis (NVS) in Q2 2024, closing a stake of 4,147 shares — an estimated $401K sold.

HoyleCohen first reported a position in NVS in Q4 2017 and held it in 25 quarters. The position peaked at $487K in Q4 2021. 1,306 funds tracked by Wall St. Rank hold NVS as of Q2 2024.

  • HoyleCohen reported no remaining Novartis position as of Q2 2024 after selling out during the quarter.
  • HoyleCohen sold 4,147 Novartis shares in Q2 2024, an estimated $401K.
  • HoyleCohen first reported a position in Novartis in Q4 2017 and held it in 25 quarters.
  • HoyleCohen's Novartis position peaked at $487K in Q4 2021.
  • 1,306 funds tracked by Wall St. Rank held Novartis as of Q2 2024.

Based on HoyleCohen's 13F filing for Q2 2024, filed 19 Jul 2024.