Lakewood Asset Management’s Novartis NVS Stock Holding History

Lakewood Asset Management’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
2023 Q1	–	Sell	-562	Closed	-$51K	–	235
2022 Q4	$51K	Buy	+562	New	+$47.3K	0.04%	176

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Lakewood Asset Management's NVS Position: Q1 2023 in Review

Lakewood Asset Management sold out of Novartis (NVS) in Q1 2023, closing a stake of 562 shares — an estimated $51K sold.

Lakewood Asset Management first reported a position in NVS in Q4 2022 and held it in 1 quarter. The position peaked at $51K in Q4 2022. 1,180 funds tracked by Wall St. Rank hold NVS as of Q1 2023.

Lakewood Asset Management reported no remaining Novartis position as of Q1 2023 after selling out during the quarter.
Lakewood Asset Management sold 562 Novartis shares in Q1 2023, an estimated $51K.
Lakewood Asset Management first reported a position in Novartis in Q4 2022 and held it in 1 quarter.
Lakewood Asset Management's Novartis position peaked at $51K in Q4 2022.
1,180 funds tracked by Wall St. Rank held Novartis as of Q1 2023.

Based on Lakewood Asset Management's 13F filing for Q1 2023, filed 13 Apr 2023.