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InTrack Investment Management’s Novartis NVS Stock Holding History

InTrack 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
2024
Q4 		– Sell
-3,900
Closed -$449K – 121
2024
Q3 		$449K Hold
3,900
– – 0.32% 88
2024
Q2 		$415K Buy
3,900
+500
+15% +$50.2K 0.3% 98
2024
Q1 		$329K Sell
3,400
-300
-8% -$30.8K 0.24% 106
2023
Q4 		$374K Buy
3,700
+1,350
+57% +$130K 0.28% 103
2023
Q3 		$239K Buy
+2,350
New +$239K 0.21% 117

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

InTrack Investment Management's NVS Position: Q4 2024 in Review

InTrack Investment Management sold out of Novartis (NVS) in Q4 2024, closing a stake of 3,900 shares — an estimated $449K sold.

InTrack Investment Management first reported a position in NVS in Q3 2023 and held it in 5 quarters. The position peaked at $449K in Q3 2024. 1,340 funds tracked by Wall St. Rank hold NVS as of Q4 2024.

  • InTrack Investment Management reported no remaining Novartis position as of Q4 2024 after selling out during the quarter.
  • InTrack Investment Management sold 3,900 Novartis shares in Q4 2024, an estimated $449K.
  • InTrack Investment Management first reported a position in Novartis in Q3 2023 and held it in 5 quarters.
  • InTrack Investment Management's Novartis position peaked at $449K in Q3 2024.
  • 1,340 funds tracked by Wall St. Rank held Novartis as of Q4 2024.

Based on InTrack Investment Management's 13F filing for Q4 2024, filed 15 Jan 2025.