Liontrust Investment Partners’s Novartis NVS Stock Holding History

Liontrust Investment Partners’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	–	Sell	-367	Closed	-$39.1K	–	245
2024 Q3	$39.1K	Hold	367	–	–	﹤0.01%	212
2024 Q2	$39.1K	Sell	367 -289	-44%	-$29K	﹤0.01%	212
2024 Q1	$63.5K	Sell	656 -1,760	-73%	-$180K	﹤0.01%	189
2023 Q4	$244K	Sell	2,416 -1,637	-40%	-$158K	﹤0.01%	181
2023 Q3	$413K	Sell	4,053 -44,689	-92%	-$4.54M	0.01%	174
2023 Q2	$4.92M	Sell	48,742 -169,222	-78%	-$16.9M	0.07%	135
2023 Q1	$20.1M	Buy	+217,964	New	+$19M	0.29%	62
2022 Q4	–	Sell	-67,394	Closed	-$5.12M	–	229
2022 Q3	$5.12M	Sell	67,394 -53,990	-44%	-$4.48M	0.08%	134
2022 Q2	$10.3M	Buy	+121,384	New	+$10.6M	0.14%	89

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Liontrust Investment Partners's NVS Position: Q4 2024 in Review

Liontrust Investment Partners sold out of Novartis (NVS) in Q4 2024, closing a stake of 367 shares — an estimated $39.1K sold.

Liontrust Investment Partners first reported a position in NVS in Q2 2022 and held it in 9 quarters. The position peaked at $20.1M in Q1 2023. 1,341 funds tracked by Wall St. Rank hold NVS as of Q4 2024.

Liontrust Investment Partners reported no remaining Novartis position as of Q4 2024 after selling out during the quarter.
Liontrust Investment Partners sold 367 Novartis shares in Q4 2024, an estimated $39.1K.
Liontrust Investment Partners first reported a position in Novartis in Q2 2022 and held it in 9 quarters.
Liontrust Investment Partners's Novartis position peaked at $20.1M in Q1 2023.
1,341 funds tracked by Wall St. Rank held Novartis as of Q4 2024.

Based on Liontrust Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.