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Leuthold Group’s Novartis NVS Stock Holding History

Leuthold 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
2023
Q3 		– Sell
-4,824
Closed -$487K – 206
2023
Q2 		$487K Hold
4,824
– – 0.06% 153
2023
Q1 		$444K Sell
4,824
-276
-5% -$24.1K 0.06% 150
2022
Q4 		$463K Sell
5,100
-87
-2% -$7.33K 0.06% 150
2022
Q3 		$394K Hold
5,187
– – 0.06% 147
2022
Q2 		$438K Buy
+5,187
New +$455K 0.06% 143
2020
Q4 		– Sell
-5,554
Closed -$483K – 188
2020
Q3 		$483K Sell
5,554
-154
-3% -$13.3K 0.07% 126
2020
Q2 		$499K Sell
5,708
-224
-4% -$19.3K 0.07% 113
2020
Q1 		$489K Sell
5,932
-551
-8% -$49.2K 0.09% 115
2019
Q4 		$614K Buy
+6,483
New +$582K 0.08% 115

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Leuthold Group's NVS Position: Q3 2023 in Review

Leuthold Group sold out of Novartis (NVS) in Q3 2023, closing a stake of 4,824 shares — an estimated $487K sold.

Leuthold Group first reported a position in NVS in Q4 2019 and held it in 9 quarters. The position peaked at $614K in Q4 2019. 1,223 funds tracked by Wall St. Rank hold NVS as of Q3 2023.

  • Leuthold Group reported no remaining Novartis position as of Q3 2023 after selling out during the quarter.
  • Leuthold Group sold 4,824 Novartis shares in Q3 2023, an estimated $487K.
  • Leuthold Group first reported a position in Novartis in Q4 2019 and held it in 9 quarters.
  • Leuthold Group's Novartis position peaked at $614K in Q4 2019.
  • 1,223 funds tracked by Wall St. Rank held Novartis as of Q3 2023.

Based on Leuthold Group's 13F filing for Q3 2023, filed 7 Nov 2023.