Migdal Insurance & Financial Holdings’s Novartis NVS Stock Holding History

Migdal Insurance & Financial Holdings’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 Q3	–	Sell	-110	Closed	-$9K	–	575
2022 Q2	$9K	Hold	110	–	–	﹤0.01%	523
2022 Q1	$10K	Hold	110	–	–	﹤0.01%	546
2021 Q4	$10K	Hold	110	–	–	﹤0.01%	598
2021 Q3	$9K	Hold	110	–	–	﹤0.01%	607
2021 Q2	$10K	Hold	110	–	–	﹤0.01%	539
2021 Q1	$9K	Hold	110	–	–	﹤0.01%	637
2020 Q4	$10K	Hold	110	–	–	﹤0.01%	620
2020 Q3	$10K	Hold	110	–	–	﹤0.01%	640
2020 Q2	$10K	Hold	110	–	–	﹤0.01%	635
2020 Q1	$9K	Hold	110	–	–	﹤0.01%	609
2019 Q4	$10K	Hold	110	–	–	﹤0.01%	712
2019 Q3	$10K	Hold	110	–	–	﹤0.01%	714
2019 Q2	$10K	Sell	110 -13	-11%	-$1.1K	﹤0.01%	709
2019 Q1	$11K	Hold	123	–	–	﹤0.01%	663
2018 Q4	$9K	Hold	123	–	–	﹤0.01%	674
2018 Q3	$9K	Hold	123	–	–	﹤0.01%	757
2018 Q2	$8K	Sell	123 -89	-42%	-$6.14K	﹤0.01%	728
2018 Q1	$15K	Sell	212 -134	-39%	-$10.2K	﹤0.01%	550
2017 Q4	$26K	Hold	346	–	–	﹤0.01%	463
2017 Q3	$27K	Hold	346	–	–	﹤0.01%	482
2017 Q2	$26K	Sell	346 -167	-33%	-$11.8K	﹤0.01%	405
2017 Q1	$34K	Hold	513	–	–	﹤0.01%	406
2016 Q4	$34K	Buy	+513	New	+$33.3K	﹤0.01%	361

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Migdal Insurance & Financial Holdings's NVS Position: Q3 2022 in Review

Migdal Insurance & Financial Holdings sold out of Novartis (NVS) in Q3 2022, closing a stake of 110 shares — an estimated $9K sold.

Migdal Insurance & Financial Holdings first reported a position in NVS in Q4 2016 and held it in 23 quarters. The position peaked at $34K in Q1 2017. 1,089 funds tracked by Wall St. Rank hold NVS as of Q3 2022.

Migdal Insurance & Financial Holdings reported no remaining Novartis position as of Q3 2022 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 110 Novartis shares in Q3 2022, an estimated $9K.
Migdal Insurance & Financial Holdings first reported a position in Novartis in Q4 2016 and held it in 23 quarters.
Migdal Insurance & Financial Holdings's Novartis position peaked at $34K in Q1 2017.
1,089 funds tracked by Wall St. Rank held Novartis as of Q3 2022.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q3 2022, filed 31 Oct 2022.