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Lake Street Advisors Group’s Novartis NVS Stock Holding History

Lake Street Advisors 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
2024
Q4 		$744K Sell
7,645
-9,474
-55% -$1.01M 0.03% 265
2024
Q3 		$1.97M Buy
17,119
+9,591
+127% +$1.09M 0.09% 129
2024
Q2 		$801K Sell
7,528
-756
-9% -$75.9K 0.04% 251
2024
Q1 		$832K Buy
8,284
+26
+0.3% +$2.67K 0.04% 252
2023
Q4 		$834K Buy
+8,258
New +$797K 0.04% 248
2021
Q3 		– Sell
-9,003
Closed -$836K – 367
2021
Q2 		$836K Sell
9,003
-293
-3% -$26.1K 0.06% 123
2021
Q1 		$795K Buy
9,296
+298
+3% +$26.7K 0.06% 115
2020
Q4 		$850K Sell
8,998
-3,266
-27% -$285K 0.07% 113
2020
Q3 		$1.07M Sell
12,264
-32
-0.3% -$2.77K 0.1% 89
2020
Q2 		$1.07M Sell
12,296
-337
-3% -$29.1K 0.11% 77
2020
Q1 		$1.04M Buy
12,633
+4,413
+54% +$394K 0.13% 67
2019
Q4 		$778K Buy
8,220
+441
+6% +$39.6K 0.08% 78
2019
Q3 		$676K Buy
7,779
+106
+1% +$9.52K 0.07% 78
2019
Q2 		$701K Sell
7,673
-1,047
-12% -$88.6K 0.07% 77
2019
Q1 		$751K Sell
8,720
-17
-0.2% -$1.36K 0.08% 71
2018
Q4 		$672K Buy
8,737
+567
+7% +$44.1K 0.08% 70
2018
Q3 		$631K Sell
8,170
-633
-7% -$46.8K 0.07% 73
2018
Q2 		$596K Sell
8,803
-910
-9% -$62.8K 0.06% 131
2018
Q1 		$704K Sell
9,713
-319
-3% -$24.3K 0.08% 95
2017
Q4 		$755K Buy
+10,032
New +$757K 0.09% 96

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Lake Street Advisors Group's NVS Position: Q4 2024 in Review

Lake Street Advisors Group reduced its Novartis (NVS) stake by 55% in Q4 2024, selling an estimated $1.01M and leaving 7,645 shares worth $744K. The position accounts for 0.03% of the portfolio, ranked #265.

Lake Street Advisors Group first reported a position in NVS in Q4 2017 and has held it in 20 quarters since. The position peaked at $1.97M in Q3 2024. 1,341 funds tracked by Wall St. Rank hold NVS as of Q4 2024.

  • Lake Street Advisors Group held 7,645 shares of Novartis worth $744K as of Q4 2024.
  • Lake Street Advisors Group sold 9,474 Novartis shares in Q4 2024, an estimated $1.01M.
  • Novartis made up 0.03% of Lake Street Advisors Group's portfolio in Q4 2024, its #265 holding.
  • Lake Street Advisors Group first reported a position in Novartis in Q4 2017 and has held it in 20 quarters since.
  • Lake Street Advisors Group's Novartis position peaked at $1.97M in Q3 2024.
  • 1,341 funds tracked by Wall St. Rank held Novartis as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.