ISZO Capital Management’s Novartis NVS Stock Holding History

ISZO Capital 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
2023 Q2	–	Sell	-22,000	Closed	-$2.02M	–	5
2023 Q1	$2.02M	Buy	+22,000	New	+$1.92M	10.76%	3

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

ISZO Capital Management's NVS Position: Q2 2023 in Review

ISZO Capital Management sold out of Novartis (NVS) in Q2 2023, closing a stake of 22,000 shares — an estimated $2.02M sold.

ISZO Capital Management first reported a position in NVS in Q1 2023 and held it in 1 quarter. The position peaked at $2.02M in Q1 2023. 1,203 funds tracked by Wall St. Rank hold NVS as of Q2 2023.

ISZO Capital Management reported no remaining Novartis position as of Q2 2023 after selling out during the quarter.
ISZO Capital Management sold 22,000 Novartis shares in Q2 2023, an estimated $2.02M.
ISZO Capital Management first reported a position in Novartis in Q1 2023 and held it in 1 quarter.
ISZO Capital Management's Novartis position peaked at $2.02M in Q1 2023.
1,203 funds tracked by Wall St. Rank held Novartis as of Q2 2023.

Based on ISZO Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.