JVL Associates’s Novartis NVS Stock Holding History

JVL Associates’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
2022 Q4	–	Sell	-3,300	Closed	-$251K	–	39
2022 Q3	$251K	Hold	3,300	–	–	0.15%	39
2022 Q2	$279K	Hold	3,300	–	–	0.19%	37
2022 Q1	$290K	Sell	3,300 -1,595	-33%	-$138K	0.18%	36
2021 Q4	$428K	Hold	4,895	–	–	0.27%	32
2021 Q3	$400K	Hold	4,895	–	–	0.28%	34
2021 Q2	$447K	Hold	4,895	–	–	0.31%	30
2021 Q1	$418K	Hold	4,895	–	–	0.31%	31
2020 Q4	$462K	Hold	4,895	–	–	0.37%	28
2020 Q3	$426K	Sell	4,895 -150	-3%	-$13K	0.4%	29
2020 Q2	$441K	Sell	5,045 -250	-5%	-$21.6K	0.46%	28
2020 Q1	$437K	Hold	5,295	–	–	0.53%	31
2019 Q4	$501K	Hold	5,295	–	–	0.47%	29
2019 Q3	$460K	Hold	5,295	–	–	0.38%	29
2019 Q2	$483K	Sell	5,295 -614	-10%	-$52K	0.41%	27
2019 Q1	$509K	Hold	5,909	–	–	0.47%	27
2018 Q4	$454K	Hold	5,909	–	–	0.5%	27
2018 Q3	$456K	Hold	5,909	–	–	0.43%	29
2018 Q2	$400K	Hold	5,909	–	–	0.39%	29
2018 Q1	$428K	Hold	5,909	–	–	0.43%	28
2017 Q4	$445K	Buy	+5,909	New	+$446K	0.45%	28

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

JVL Associates's NVS Position: Q4 2022 in Review

JVL Associates sold out of Novartis (NVS) in Q4 2022, closing a stake of 3,300 shares — an estimated $251K sold.

JVL Associates first reported a position in NVS in Q4 2017 and held it in 20 quarters. The position peaked at $509K in Q1 2019. 1,182 funds tracked by Wall St. Rank hold NVS as of Q4 2022.

JVL Associates reported no remaining Novartis position as of Q4 2022 after selling out during the quarter.
JVL Associates sold 3,300 Novartis shares in Q4 2022, an estimated $251K.
JVL Associates first reported a position in Novartis in Q4 2017 and held it in 20 quarters.
JVL Associates's Novartis position peaked at $509K in Q1 2019.
1,182 funds tracked by Wall St. Rank held Novartis as of Q4 2022.

Based on JVL Associates's 13F filing for Q4 2022, filed 10 Jan 2023.