Knowledge Leaders Capital’s Novartis NVS Stock Holding History

Knowledge Leaders Capital’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	-10,517	Closed	-$799K	–	120
2022 Q3	$799K	Sell	10,517 -512	-5%	-$42.4K	1.02%	30
2022 Q2	$932K	Buy	11,029 +241	+2%	+$21.1K	0.9%	42
2022 Q1	$947K	Hold	10,788	–	–	0.68%	61
2021 Q4	$944K	Sell	10,788 -1,540	-12%	-$128K	0.69%	64
2021 Q3	$1.01M	Buy	12,328 +92	+0.8%	+$8.28K	0.81%	47
2021 Q2	$1.12M	Buy	12,236 +2,724	+29%	+$243K	0.75%	45
2021 Q1	$813K	Hold	9,512	–	–	0.65%	73
2020 Q4	$898K	Hold	9,512	–	–	0.78%	49
2020 Q3	$827K	Hold	9,512	–	–	0.78%	44
2020 Q2	$831K	Buy	+9,512	New	+$821K	0.84%	35

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

Knowledge Leaders Capital's NVS Position: Q4 2022 in Review

Knowledge Leaders Capital sold out of Novartis (NVS) in Q4 2022, closing a stake of 10,517 shares — an estimated $799K sold.

Knowledge Leaders Capital first reported a position in NVS in Q2 2020 and held it in 10 quarters. The position peaked at $1.12M in Q2 2021. 1,182 funds tracked by Wall St. Rank hold NVS as of Q4 2022.

Knowledge Leaders Capital reported no remaining Novartis position as of Q4 2022 after selling out during the quarter.
Knowledge Leaders Capital sold 10,517 Novartis shares in Q4 2022, an estimated $799K.
Knowledge Leaders Capital first reported a position in Novartis in Q2 2020 and held it in 10 quarters.
Knowledge Leaders Capital's Novartis position peaked at $1.12M in Q2 2021.
1,182 funds tracked by Wall St. Rank held Novartis as of Q4 2022.

Based on Knowledge Leaders Capital's 13F filing for Q4 2022, filed 7 Feb 2023.