Institutional & Family Asset Management’s Novartis NVS Stock Holding History

Institutional & Family Asset 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
2021 Q4	–	Sell	-11	Closed	-$1K	–	887
2021 Q3	$1K	Hold	11	–	–	﹤0.01%	857
2021 Q2	$1K	Hold	11	–	–	﹤0.01%	905
2021 Q1	$1K	Hold	11	–	–	﹤0.01%	883
2020 Q4	$1K	Sell	11 -321	-97%	-$28.1K	﹤0.01%	844
2020 Q3	$29K	Hold	332	–	–	0.01%	353
2020 Q2	$29K	Buy	332 +303	+1,045%	+$26.2K	0.01%	360
2020 Q1	$2K	Hold	29	–	–	﹤0.01%	662
2019 Q4	$3K	Hold	29	–	–	﹤0.01%	676
2019 Q3	$3K	Hold	29	–	–	﹤0.01%	639
2019 Q2	$3K	Sell	29 -3	-9%	-$254	﹤0.01%	667
2019 Q1	$3K	Sell	32 -7	-18%	-$562	﹤0.01%	664
2018 Q4	$3K	Sell	39 -1,179	-97%	-$91.8K	﹤0.01%	649
2018 Q3	$94K	Buy	1,218 +8	+0.7%	+$591	0.02%	273
2018 Q2	$82K	Buy	1,210 +56	+5%	+$3.86K	0.02%	300
2018 Q1	$84K	Buy	+1,154	New	+$87.8K	0.02%	272

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Institutional & Family Asset Management's NVS Position: Q4 2021 in Review

Institutional & Family Asset Management sold out of Novartis (NVS) in Q4 2021, closing a stake of 11 shares — an estimated $1K sold.

Institutional & Family Asset Management first reported a position in NVS in Q1 2018 and held it in 15 quarters. The position peaked at $94K in Q3 2018. 1,147 funds tracked by Wall St. Rank hold NVS as of Q4 2021.

Institutional & Family Asset Management reported no remaining Novartis position as of Q4 2021 after selling out during the quarter.
Institutional & Family Asset Management sold 11 Novartis shares in Q4 2021, an estimated $1K.
Institutional & Family Asset Management first reported a position in Novartis in Q1 2018 and held it in 15 quarters.
Institutional & Family Asset Management's Novartis position peaked at $94K in Q3 2018.
1,147 funds tracked by Wall St. Rank held Novartis as of Q4 2021.

Based on Institutional & Family Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.