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New Century Financial Group’s Novartis NVS Stock Holding History

New Century Financial Group’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
2024
Q1 		– Sell
-2,185
Closed -$221K – 195
2023
Q4 		$221K Buy
+2,185
New +$211K 0.19% 148

Other funds holding NVS

Primecap Management
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Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

New Century Financial Group's NVS Position: Q1 2024 in Review

New Century Financial Group sold out of Novartis (NVS) in Q1 2024, closing a stake of 2,185 shares — an estimated $221K sold.

New Century Financial Group first reported a position in NVS in Q4 2023 and held it in 1 quarter. The position peaked at $221K in Q4 2023. 1,253 funds tracked by Wall St. Rank hold NVS as of Q1 2024.

  • New Century Financial Group reported no remaining Novartis position as of Q1 2024 after selling out during the quarter.
  • New Century Financial Group sold 2,185 Novartis shares in Q1 2024, an estimated $221K.
  • New Century Financial Group first reported a position in Novartis in Q4 2023 and held it in 1 quarter.
  • New Century Financial Group's Novartis position peaked at $221K in Q4 2023.
  • 1,253 funds tracked by Wall St. Rank held Novartis as of Q1 2024.

Based on New Century Financial Group's 13F filing for Q1 2024, filed 19 Apr 2024.