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Koss-Olinger Consulting’s Novartis NVS Stock Holding History

Koss-Olinger Consulting’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
Q3 		– Sell
-3,555
Closed -$324K – 261
2021
Q2 		$324K Buy
3,555
+302
+9% +$26.9K 0.05% 181
2021
Q1 		$278K Buy
+3,253
New +$292K 0.05% 177

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Koss-Olinger Consulting's NVS Position: Q3 2021 in Review

Koss-Olinger Consulting sold out of Novartis (NVS) in Q3 2021, closing a stake of 3,555 shares — an estimated $324K sold.

Koss-Olinger Consulting first reported a position in NVS in Q1 2021 and held it in 2 quarters. The position peaked at $324K in Q2 2021. 1,080 funds tracked by Wall St. Rank hold NVS as of Q3 2021.

  • Koss-Olinger Consulting reported no remaining Novartis position as of Q3 2021 after selling out during the quarter.
  • Koss-Olinger Consulting sold 3,555 Novartis shares in Q3 2021, an estimated $324K.
  • Koss-Olinger Consulting first reported a position in Novartis in Q1 2021 and held it in 2 quarters.
  • Koss-Olinger Consulting's Novartis position peaked at $324K in Q2 2021.
  • 1,080 funds tracked by Wall St. Rank held Novartis as of Q3 2021.

Based on Koss-Olinger Consulting's 13F filing for Q3 2021, filed 9 Nov 2021.