Oder Investment Management’s Novartis NVS Stock Holding History

Oder Investment 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
2023 Q4	–	Sell	-1,973	Closed	-$201K	–	92
2023 Q3	$201K	Buy	+1,973	New	+$200K	0.22%	89
2023 Q1	–	Sell	-2,090	Closed	-$190K	–	95
2022 Q4	$190K	Buy	+2,090	New	+$176K	0.24%	81
2021 Q3	–	Sell	-2,392	Closed	-$218K	–	85
2021 Q2	$218K	Sell	2,392 -200	-8%	-$17.8K	0.28%	77
2021 Q1	$222K	Buy	2,592 +202	+8%	+$18.1K	0.3%	77
2020 Q4	$227K	Buy	+2,390	New	+$209K	0.22%	84

Other funds holding NVS

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Oder Investment Management's NVS Position: Q4 2023 in Review

Oder Investment Management sold out of Novartis (NVS) in Q4 2023, closing a stake of 1,973 shares — an estimated $201K sold.

Oder Investment Management first reported a position in NVS in Q4 2020 and held it in 5 quarters. The position peaked at $227K in Q4 2020. 1,272 funds tracked by Wall St. Rank hold NVS as of Q4 2023.

Oder Investment Management reported no remaining Novartis position as of Q4 2023 after selling out during the quarter.
Oder Investment Management sold 1,973 Novartis shares in Q4 2023, an estimated $201K.
Oder Investment Management first reported a position in Novartis in Q4 2020 and held it in 5 quarters.
Oder Investment Management's Novartis position peaked at $227K in Q4 2020.
1,272 funds tracked by Wall St. Rank held Novartis as of Q4 2023.

Based on Oder Investment Management's 13F filing for Q4 2023, filed 5 Feb 2024.