Kowal Investment Group’s Novartis NVS Stock Holding History

Kowal Investment Group’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	-167	Closed	-$14K	–	658
2021 Q3	$14K	Buy	+167	New	+$15K	﹤0.01%	455

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Kowal Investment Group's NVS Position: Q4 2021 in Review

Kowal Investment Group sold out of Novartis (NVS) in Q4 2021, closing a stake of 167 shares — an estimated $14K sold.

Kowal Investment Group first reported a position in NVS in Q3 2021 and held it in 1 quarter. The position peaked at $14K in Q3 2021. 1,146 funds tracked by Wall St. Rank hold NVS as of Q4 2021.

Kowal Investment Group reported no remaining Novartis position as of Q4 2021 after selling out during the quarter.
Kowal Investment Group sold 167 Novartis shares in Q4 2021, an estimated $14K.
Kowal Investment Group first reported a position in Novartis in Q3 2021 and held it in 1 quarter.
Kowal Investment Group's Novartis position peaked at $14K in Q3 2021.
1,146 funds tracked by Wall St. Rank held Novartis as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.