McCarthy Asset Management’s Novartis NVS Stock Holding History

McCarthy Asset 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
2022 Q2	–	Sell	-108	Closed	-$9K	–	202
2022 Q1	$9K	Hold	108	–	–	0.01%	174
2021 Q4	$9K	Hold	108	–	–	0.01%	173
2021 Q3	$9K	Hold	108	–	–	0.01%	174
2021 Q2	$10K	Hold	108	–	–	0.01%	199
2021 Q1	$9K	Hold	108	–	–	0.01%	185
2020 Q4	$10K	Buy	+108	New	+$9.44K	0.01%	173

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

McCarthy Asset Management's NVS Position: Q2 2022 in Review

McCarthy Asset Management sold out of Novartis (NVS) in Q2 2022, closing a stake of 108 shares — an estimated $9K sold.

McCarthy Asset Management first reported a position in NVS in Q4 2020 and held it in 6 quarters. The position peaked at $10K in Q2 2021. 1,140 funds tracked by Wall St. Rank hold NVS as of Q2 2022.

McCarthy Asset Management reported no remaining Novartis position as of Q2 2022 after selling out during the quarter.
McCarthy Asset Management sold 108 Novartis shares in Q2 2022, an estimated $9K.
McCarthy Asset Management first reported a position in Novartis in Q4 2020 and held it in 6 quarters.
McCarthy Asset Management's Novartis position peaked at $10K in Q2 2021.
1,140 funds tracked by Wall St. Rank held Novartis as of Q2 2022.

Based on McCarthy Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.