Lee Financial’s Novartis NVS Stock Holding History

Lee Financial’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	-300	Closed	-$27.2K	–	908
2022 Q4	$27.2K	Sell	300 -600	-67%	-$50.5K	﹤0.01%	305
2022 Q3	$68K	Hold	900	–	–	0.01%	227
2022 Q2	$76K	Hold	900	–	–	0.01%	209
2022 Q1	$79K	Hold	900	–	–	0.01%	204
2021 Q4	$79K	Hold	900	–	–	0.01%	211
2021 Q3	$74K	Hold	900	–	–	0.02%	199
2021 Q2	$82K	Hold	900	–	–	0.02%	194
2021 Q1	$77K	Hold	900	–	–	0.02%	197
2020 Q4	$85K	Hold	900	–	–	0.02%	172
2020 Q3	$78K	Hold	900	–	–	0.02%	177
2020 Q2	$79K	Buy	900 +300	+50%	+$25.9K	0.02%	161
2020 Q1	$49K	Hold	600	–	–	0.02%	174
2019 Q4	$57K	Hold	600	–	–	0.01%	181
2019 Q3	$52K	Hold	600	–	–	0.01%	187
2019 Q2	$55K	Sell	600 -70	-10%	-$5.92K	0.01%	193
2019 Q1	$58K	Hold	670	–	–	0.01%	186
2018 Q4	$51K	Hold	670	–	–	0.01%	180
2018 Q3	$52K	Sell	670 -110	-14%	-$8.13K	0.01%	188
2018 Q2	$52K	Hold	780	–	–	0.01%	264
2018 Q1	$57K	Buy	780 +110	+16%	+$8.37K	0.01%	250
2017 Q4	$50K	Hold	670	–	–	0.01%	188
2017 Q3	$52K	Hold	670	–	–	0.02%	179
2017 Q2	$50K	Hold	670	–	–	0.02%	190
2017 Q1	$45K	Hold	670	–	–	0.02%	179
2016 Q4	$44K	Buy	+670	New	+$43.5K	0.02%	184

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

Lee Financial's NVS Position: Q1 2023 in Review

Lee Financial sold out of Novartis (NVS) in Q1 2023, closing a stake of 300 shares — an estimated $27.2K sold.

Lee Financial first reported a position in NVS in Q4 2016 and held it in 25 quarters. The position peaked at $85K in Q4 2020. 1,180 funds tracked by Wall St. Rank hold NVS as of Q1 2023.

Lee Financial reported no remaining Novartis position as of Q1 2023 after selling out during the quarter.
Lee Financial sold 300 Novartis shares in Q1 2023, an estimated $27.2K.
Lee Financial first reported a position in Novartis in Q4 2016 and held it in 25 quarters.
Lee Financial's Novartis position peaked at $85K in Q4 2020.
1,180 funds tracked by Wall St. Rank held Novartis as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.