Kemnay Advisory Services’s Novartis NVS Stock Holding History

Kemnay Advisory Services’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
2021 Q4	–	Sell	-600	Closed	-$49K	–	66
2021 Q3	$49K	Hold	600	–	–	0.01%	84
2021 Q2	$55K	Hold	600	–	–	0.01%	88
2021 Q1	$51K	Hold	600	–	–	0.01%	83
2020 Q4	$57K	Hold	600	–	–	0.01%	87
2020 Q3	$52K	Hold	600	–	–	0.01%	77
2020 Q2	$52K	Hold	600	–	–	0.01%	79
2020 Q1	$49K	Hold	600	–	–	0.01%	60
2019 Q4	$57K	Hold	600	–	–	0.01%	62
2019 Q3	$52K	Hold	600	–	–	0.01%	71
2019 Q2	$55K	Sell	600 -70	-10%	-$5.92K	0.01%	58
2019 Q1	$58K	Hold	670	–	–	0.01%	123
2018 Q4	$51K	Hold	670	–	–	0.02%	116
2018 Q3	$52K	Hold	670	–	–	0.02%	116
2018 Q2	$45K	Hold	670	–	–	0.01%	123
2018 Q1	$49K	Hold	670	–	–	0.02%	99
2017 Q4	$50K	Hold	670	–	–	0.02%	98
2017 Q3	$52K	Hold	670	–	–	0.02%	98
2017 Q2	$50K	Hold	670	–	–	0.03%	98
2017 Q1	$45K	Hold	670	–	–	0.03%	39
2016 Q4	$44K	Hold	670	–	–	0.03%	39
2016 Q3	$47K	Hold	670	–	–	0.03%	36
2016 Q2	$50K	Hold	670	–	–	0.04%	34
2016 Q1	$43K	Hold	670	–	–	0.03%	38
2015 Q4	$52K	Hold	670	–	–	0.03%	32
2015 Q3	$55K	Hold	670	–	–	0.04%	30
2015 Q2	$59K	Hold	670	–	–	0.04%	27
2015 Q1	$59K	Hold	670	–	–	0.03%	29
2014 Q4	$56K	Hold	670	–	–	0.02%	30
2014 Q3	$56K	Hold	670	–	–	0.03%	40
2014 Q2	$54K	Buy	+670	New	+$52.7K	0.02%	47

Other funds holding NVS

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Kemnay Advisory Services's NVS Position: Q4 2021 in Review

Kemnay Advisory Services sold out of Novartis (NVS) in Q4 2021, closing a stake of 600 shares — an estimated $49K sold.

Kemnay Advisory Services first reported a position in NVS in Q2 2014 and held it in 30 quarters. The position peaked at $59K in Q2 2015. 1,146 funds tracked by Wall St. Rank hold NVS as of Q4 2021.

Kemnay Advisory Services reported no remaining Novartis position as of Q4 2021 after selling out during the quarter.
Kemnay Advisory Services sold 600 Novartis shares in Q4 2021, an estimated $49K.
Kemnay Advisory Services first reported a position in Novartis in Q2 2014 and held it in 30 quarters.
Kemnay Advisory Services's Novartis position peaked at $59K in Q2 2015.
1,146 funds tracked by Wall St. Rank held Novartis as of Q4 2021.

Based on Kemnay Advisory Services's 13F filing for Q4 2021, filed 14 Feb 2022.