KB Financial Partners’s Novartis NVS Stock Holding History

KB Financial Partners’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	-8,475	Closed	-$780K	–	626
2023 Q1	$780K	Buy	8,475 +345	+4%	+$30.1K	0.23%	45
2022 Q4	$738K	Sell	8,130 -692	-8%	-$58.3K	0.25%	52
2022 Q3	$671K	Buy	8,822 +1,409	+19%	+$117K	0.24%	48
2022 Q2	$627K	Buy	7,413 +7,004	+1,712%	+$614K	0.22%	43
2022 Q1	$36K	Sell	409 -8	-2%	-$693	0.01%	305
2021 Q4	$36K	Buy	+417	New	+$34.6K	0.01%	320
2021 Q3	–	Sell	-586	Closed	-$53K	–	438
2021 Q2	$53K	Buy	586 +38	+7%	+$3.38K	0.02%	252
2021 Q1	$47K	Buy	+548	New	+$49.2K	0.02%	268

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

KB Financial Partners's NVS Position: Q2 2023 in Review

KB Financial Partners sold out of Novartis (NVS) in Q2 2023, closing a stake of 8,475 shares — an estimated $780K sold.

KB Financial Partners first reported a position in NVS in Q1 2021 and held it in 8 quarters. The position peaked at $780K in Q1 2023. 1,202 funds tracked by Wall St. Rank hold NVS as of Q2 2023.

KB Financial Partners reported no remaining Novartis position as of Q2 2023 after selling out during the quarter.
KB Financial Partners sold 8,475 Novartis shares in Q2 2023, an estimated $780K.
KB Financial Partners first reported a position in Novartis in Q1 2021 and held it in 8 quarters.
KB Financial Partners's Novartis position peaked at $780K in Q1 2023.
1,202 funds tracked by Wall St. Rank held Novartis as of Q2 2023.

Based on KB Financial Partners's 13F filing for Q2 2023, filed 15 Aug 2023.