Meeder Asset Management’s Novartis NVS Stock Holding History

Meeder 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 Q4	–	Sell	-292	Closed	-$22K	–	1583
2022 Q3	$22K	Sell	292 -39	-12%	-$3.23K	﹤0.01%	1079
2022 Q2	$28K	Sell	331 -242	-42%	-$21.2K	﹤0.01%	1033
2022 Q1	$50K	Buy	573 +75	+15%	+$6.49K	﹤0.01%	971
2021 Q4	$44K	Sell	498 -391	-44%	-$32.5K	﹤0.01%	514
2021 Q3	$73K	Buy	889 +78	+10%	+$7.02K	﹤0.01%	989
2021 Q2	$74K	Buy	811 +389	+92%	+$34.6K	﹤0.01%	996
2021 Q1	$36K	Buy	422 +319	+310%	+$28.6K	﹤0.01%	1208
2020 Q4	$10K	Buy	103 +73	+243%	+$6.38K	﹤0.01%	998
2020 Q3	$3K	Buy	30 +4	+15%	+$347	﹤0.01%	1739
2020 Q2	$2K	Sell	26 -20	-43%	-$1.73K	﹤0.01%	1779
2020 Q1	$4K	Sell	46 -42	-48%	-$3.75K	﹤0.01%	1875
2019 Q4	$8K	Buy	88 +43	+96%	+$3.86K	﹤0.01%	1635
2019 Q3	$4K	Buy	+45	New	+$4.04K	﹤0.01%	1831

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Meeder Asset Management's NVS Position: Q4 2022 in Review

Meeder Asset Management sold out of Novartis (NVS) in Q4 2022, closing a stake of 292 shares — an estimated $22K sold.

Meeder Asset Management first reported a position in NVS in Q3 2019 and held it in 13 quarters. The position peaked at $74K in Q2 2021. 1,182 funds tracked by Wall St. Rank hold NVS as of Q4 2022.

Meeder Asset Management reported no remaining Novartis position as of Q4 2022 after selling out during the quarter.
Meeder Asset Management sold 292 Novartis shares in Q4 2022, an estimated $22K.
Meeder Asset Management first reported a position in Novartis in Q3 2019 and held it in 13 quarters.
Meeder Asset Management's Novartis position peaked at $74K in Q2 2021.
1,182 funds tracked by Wall St. Rank held Novartis as of Q4 2022.

Based on Meeder Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.