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KLR Investment Advisors’s Novartis NVS Stock Holding History

KLR Investment Advisors’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
2024
Q1 		– Sell
-17,537
Closed -$1.77M – 197
2023
Q4 		$1.77M Buy
17,537
+10,526
+150% +$1.02M 1.28% 13
2023
Q3 		$645K Sell
7,011
-3,707
-35% -$376K 0.59% 44
2023
Q2 		$1.08M Buy
10,718
+3,419
+47% +$342K 0.89% 23
2023
Q1 		$672K Sell
7,299
-9,176
-56% -$801K 0.59% 43
2022
Q4 		$1.49M Buy
+16,475
New +$1.39M 1.23% 17

Other funds holding NVS

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

KLR Investment Advisors's NVS Position: Q1 2024 in Review

KLR Investment Advisors sold out of Novartis (NVS) in Q1 2024, closing a stake of 17,537 shares — an estimated $1.77M sold.

KLR Investment Advisors first reported a position in NVS in Q4 2022 and held it in 5 quarters. The position peaked at $1.77M in Q4 2023. 1,253 funds tracked by Wall St. Rank hold NVS as of Q1 2024.

  • KLR Investment Advisors reported no remaining Novartis position as of Q1 2024 after selling out during the quarter.
  • KLR Investment Advisors sold 17,537 Novartis shares in Q1 2024, an estimated $1.77M.
  • KLR Investment Advisors first reported a position in Novartis in Q4 2022 and held it in 5 quarters.
  • KLR Investment Advisors's Novartis position peaked at $1.77M in Q4 2023.
  • 1,253 funds tracked by Wall St. Rank held Novartis as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.