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McElhenny Sheffield Capital Management’s Novartis NVS Stock Holding History

McElhenny Sheffield 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
Q1 		– Sell
-438
Closed -$39.7K – 436
2022
Q4 		$39.7K Buy
+438
New +$36.9K 0.02% 201

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Bank of America
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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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

McElhenny Sheffield Capital Management's NVS Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Novartis (NVS) in Q1 2023, closing a stake of 438 shares — an estimated $39.7K sold.

McElhenny Sheffield Capital Management first reported a position in NVS in Q4 2022 and held it in 1 quarter. The position peaked at $39.7K in Q4 2022. 1,180 funds tracked by Wall St. Rank hold NVS as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Novartis position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 438 Novartis shares in Q1 2023, an estimated $39.7K.
  • McElhenny Sheffield Capital Management first reported a position in Novartis in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Novartis position peaked at $39.7K in Q4 2022.
  • 1,180 funds tracked by Wall St. Rank held Novartis as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.