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O'Dell Group’s Novartis NVS Stock Holding History

O'Dell 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
-150
Closed -$15.1K – 354
2023
Q4 		$15.1K Buy
+150
New +$14.5K ﹤0.01% 317
2023
Q3 		– Sell
-150
Closed -$15.1K – 346
2023
Q2 		$15.1K Buy
+150
New +$15K ﹤0.01% 304
2022
Q4 		– Sell
-150
Closed -$11K – 293
2022
Q3 		$11K Buy
150
+100
+200% +$8.29K ﹤0.01% 286
2022
Q2 		$4K Hold
50
– – ﹤0.01% 362
2022
Q1 		$4K Hold
50
– – ﹤0.01% 410
2021
Q4 		$4K Hold
50
– – ﹤0.01% 415
2021
Q3 		$4K Buy
+50
New +$4.5K ﹤0.01% 397

Other funds holding NVS

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
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

O'Dell Group's NVS Position: Q1 2024 in Review

O'Dell Group sold out of Novartis (NVS) in Q1 2024, closing a stake of 150 shares — an estimated $15.1K sold.

O'Dell Group first reported a position in NVS in Q3 2021 and held it in 7 quarters. The position peaked at $15.1K in Q4 2023. 1,253 funds tracked by Wall St. Rank hold NVS as of Q1 2024.

  • O'Dell Group reported no remaining Novartis position as of Q1 2024 after selling out during the quarter.
  • O'Dell Group sold 150 Novartis shares in Q1 2024, an estimated $15.1K.
  • O'Dell Group first reported a position in Novartis in Q3 2021 and held it in 7 quarters.
  • O'Dell Group's Novartis position peaked at $15.1K in Q4 2023.
  • 1,253 funds tracked by Wall St. Rank held Novartis as of Q1 2024.

Based on O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.