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Mach-1 Financial Group’s Novartis NVS Stock Holding History

Mach-1 Financial 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
2022
Q4 		– Sell
-56
Closed -$4K – 350
2022
Q3 		$4K Hold
56
– – ﹤0.01% 291
2022
Q2 		$4K Hold
56
– – ﹤0.01% 317
2022
Q1 		$4K Sell
56
-11
-16% -$952 ﹤0.01% 159
2021
Q4 		$5K Buy
+67
New +$5.56K ﹤0.01% 160
2021
Q3 		– Sell
-56
Closed -$5K – 103
2021
Q2 		$5K Sell
56
-144
-72% -$12.8K ﹤0.01% 106
2021
Q1 		$17K Hold
200
– – 0.01% 96
2020
Q4 		$18K Buy
+200
New +$17.5K 0.02% 93

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Mach-1 Financial Group's NVS Position: Q4 2022 in Review

Mach-1 Financial Group sold out of Novartis (NVS) in Q4 2022, closing a stake of 56 shares — an estimated $4K sold.

Mach-1 Financial Group first reported a position in NVS in Q4 2020 and held it in 7 quarters. The position peaked at $18K in Q4 2020. 1,182 funds tracked by Wall St. Rank hold NVS as of Q4 2022.

  • Mach-1 Financial Group reported no remaining Novartis position as of Q4 2022 after selling out during the quarter.
  • Mach-1 Financial Group sold 56 Novartis shares in Q4 2022, an estimated $4K.
  • Mach-1 Financial Group first reported a position in Novartis in Q4 2020 and held it in 7 quarters.
  • Mach-1 Financial Group's Novartis position peaked at $18K in Q4 2020.
  • 1,182 funds tracked by Wall St. Rank held Novartis as of Q4 2022.

Based on Mach-1 Financial Group's 13F filing for Q4 2022, filed 2 Feb 2023.