Investors Research Corp’s Novartis NVS Stock Holding History

Investors Research Corp’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 Q2	–	Sell	-2,953	Closed	-$272K	–	1111
2023 Q1	$272K	Sell	2,953 -200	-6%	-$17.5K	0.07%	285
2022 Q4	$286K	Hold	3,153	–	–	0.08%	275
2022 Q3	$240K	Hold	3,153	–	–	0.07%	277
2022 Q2	$267K	Hold	3,153	–	–	0.08%	272
2022 Q1	$277K	Hold	3,153	–	–	0.08%	273
2021 Q4	$276K	Hold	3,153	–	–	0.08%	262
2021 Q3	$258K	Hold	3,153	–	–	0.09%	267
2021 Q2	$288K	Hold	3,153	–	–	0.1%	248
2021 Q1	$270K	Sell	3,153 -500	-14%	-$44.9K	0.1%	256
2020 Q4	$345K	Hold	3,653	–	–	0.14%	225
2020 Q3	$318K	Hold	3,653	–	–	0.15%	196
2020 Q2	$319K	Hold	3,653	–	–	0.16%	199
2020 Q1	$301K	Hold	3,653	–	–	0.19%	196
2019 Q4	$346K	Hold	3,653	–	–	0.16%	197
2019 Q3	$317K	Hold	3,653	–	–	0.16%	195
2019 Q2	$334K	Sell	3,653 -424	-10%	-$35.9K	0.17%	177
2019 Q1	$351K	Hold	4,077	–	–	0.19%	167
2018 Q4	$313K	Hold	4,077	–	–	0.22%	170
2018 Q3	$315K	Hold	4,077	–	–	0.18%	201
2018 Q2	$276K	Buy	4,077 +33	+0.8%	+$2.28K	0.16%	222
2018 Q1	$293K	Hold	4,044	–	–	0.18%	218
2017 Q4	$304K	Buy	+4,044	New	+$305K	0.19%	207

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

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

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

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

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

Investors Research Corp's NVS Position: Q2 2023 in Review

Investors Research Corp sold out of Novartis (NVS) in Q2 2023, closing a stake of 2,953 shares — an estimated $272K sold.

Investors Research Corp first reported a position in NVS in Q4 2017 and held it in 22 quarters. The position peaked at $351K in Q1 2019. 1,202 funds tracked by Wall St. Rank hold NVS as of Q2 2023.

Investors Research Corp reported no remaining Novartis position as of Q2 2023 after selling out during the quarter.
Investors Research Corp sold 2,953 Novartis shares in Q2 2023, an estimated $272K.
Investors Research Corp first reported a position in Novartis in Q4 2017 and held it in 22 quarters.
Investors Research Corp's Novartis position peaked at $351K in Q1 2019.
1,202 funds tracked by Wall St. Rank held Novartis as of Q2 2023.

Based on Investors Research Corp's 13F filing for Q2 2023, filed 14 Aug 2023.