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KMG Fiduciary Partners’s Novartis NVS Stock Holding History

KMG Fiduciary 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
2021
Q4 		– Sell
-4,547
Closed -$372K – 206
2021
Q3 		$372K Buy
4,547
+939
+26% +$84.5K 0.06% 152
2021
Q2 		$329K Buy
3,608
+703
+24% +$62.6K 0.06% 158
2021
Q1 		$248K Buy
+2,905
New +$261K 0.05% 154

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

KMG Fiduciary Partners's NVS Position: Q4 2021 in Review

KMG Fiduciary Partners sold out of Novartis (NVS) in Q4 2021, closing a stake of 4,547 shares — an estimated $372K sold.

KMG Fiduciary Partners first reported a position in NVS in Q1 2021 and held it in 3 quarters. The position peaked at $372K in Q3 2021. 1,146 funds tracked by Wall St. Rank hold NVS as of Q4 2021.

  • KMG Fiduciary Partners reported no remaining Novartis position as of Q4 2021 after selling out during the quarter.
  • KMG Fiduciary Partners sold 4,547 Novartis shares in Q4 2021, an estimated $372K.
  • KMG Fiduciary Partners first reported a position in Novartis in Q1 2021 and held it in 3 quarters.
  • KMG Fiduciary Partners's Novartis position peaked at $372K in Q3 2021.
  • 1,146 funds tracked by Wall St. Rank held Novartis as of Q4 2021.

Based on KMG Fiduciary Partners's 13F filing for Q4 2021, filed 12 Jan 2022.