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Mirabella Financial Services’s Novartis NVS Stock Holding History

Mirabella Financial Services’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
Q3 		– Sell
-27,826
Closed -$2.81M – 553
2023
Q2 		$2.81M Sell
27,826
-33,132
-54% -$3.31M 0.31% 95
2023
Q1 		$4.28M Buy
+60,958
New +$5.32M 0.65% 45
2022
Q3 		– Sell
-29,071
Closed -$2.46M – 485
2022
Q2 		$2.46M Buy
+29,071
New +$2.55M 0.24% 99

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Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mirabella Financial Services's NVS Position: Q3 2023 in Review

Mirabella Financial Services sold out of Novartis (NVS) in Q3 2023, closing a stake of 27,826 shares — an estimated $2.81M sold.

Mirabella Financial Services first reported a position in NVS in Q2 2022 and held it in 3 quarters. The position peaked at $4.28M in Q1 2023. 1,223 funds tracked by Wall St. Rank hold NVS as of Q3 2023.

  • Mirabella Financial Services reported no remaining Novartis position as of Q3 2023 after selling out during the quarter.
  • Mirabella Financial Services sold 27,826 Novartis shares in Q3 2023, an estimated $2.81M.
  • Mirabella Financial Services first reported a position in Novartis in Q2 2022 and held it in 3 quarters.
  • Mirabella Financial Services's Novartis position peaked at $4.28M in Q1 2023.
  • 1,223 funds tracked by Wall St. Rank held Novartis as of Q3 2023.

Based on Mirabella Financial Services's 13F filing for Q3 2023, filed 13 Nov 2023.