Marsico Capital Management’s Novartis NVS Stock Holding History

Marsico Capital 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 Q4	–	Sell	-51,111	Closed	-$5.21M	–	74
2023 Q3	$5.21M	Buy	+51,111	New	+$5.19M	0.22%	50
2016 Q1	–	Sell	-127,896	Closed	-$9.86M	–	91
2015 Q4	$9.86M	Sell	127,896 -59,852	-32%	-$4.75M	0.17%	55
2015 Q3	$15.5M	Sell	187,748 -21,425	-10%	-$1.91M	0.16%	67
2015 Q2	$18.4M	Hold	209,173	–	–	0.16%	70
2015 Q1	$18.5M	Buy	209,173 +117,440	+128%	+$10.4M	0.16%	70
2014 Q4	$7.62M	Buy	+91,733	New	+$7.6M	0.06%	80

Other funds holding NVS

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Marsico Capital Management's NVS Position: Q4 2023 in Review

Marsico Capital Management sold out of Novartis (NVS) in Q4 2023, closing a stake of 51,111 shares — an estimated $5.21M sold.

Marsico Capital Management first reported a position in NVS in Q4 2014 and held it in 6 quarters. The position peaked at $18.5M in Q1 2015. 1,272 funds tracked by Wall St. Rank hold NVS as of Q4 2023.

Marsico Capital Management reported no remaining Novartis position as of Q4 2023 after selling out during the quarter.
Marsico Capital Management sold 51,111 Novartis shares in Q4 2023, an estimated $5.21M.
Marsico Capital Management first reported a position in Novartis in Q4 2014 and held it in 6 quarters.
Marsico Capital Management's Novartis position peaked at $18.5M in Q1 2015.
1,272 funds tracked by Wall St. Rank held Novartis as of Q4 2023.

Based on Marsico Capital Management's 13F filing for Q4 2023, filed 13 Feb 2024.