Old Dominion Capital Management’s Novartis NVS Stock Holding History

Old Dominion Capital 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
2021 Q3	$405K	Sell	4,955 -11	-0.2%	-$990	0.09%	134
2021 Q2	$453K	Buy	4,966 +178	+4%	+$15.9K	0.1%	124
2021 Q1	$409K	Buy	4,788 +484	+11%	+$43.4K	0.1%	122
2020 Q4	$406K	Buy	4,304 +230	+6%	+$20.1K	0.1%	123
2020 Q3	$354K	Sell	4,074 -3	-0.1%	-$260	0.1%	118
2020 Q2	$356K	Buy	4,077 +1,399	+52%	+$121K	0.11%	116
2020 Q1	$221K	Sell	2,678 -44	-2%	-$3.93K	0.09%	129
2019 Q4	$258K	Buy	2,722 +30	+1%	+$2.69K	0.08%	133
2019 Q3	$234K	Buy	2,692 +398	+17%	+$35.7K	0.08%	133
2019 Q2	$209K	Buy	+2,294	New	+$194K	0.07%	131

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Old Dominion Capital Management's NVS Position: Q3 2021 in Review

Old Dominion Capital Management reduced its Novartis (NVS) stake by 0.22% in Q3 2021, selling an estimated $990 and leaving 4,955 shares worth $405K. The position accounts for 0.09% of the portfolio, ranked #134.

Old Dominion Capital Management first reported a position in NVS in Q2 2019 and has held it in 10 quarters since. The position peaked at $453K in Q2 2021. 1,080 funds tracked by Wall St. Rank hold NVS as of Q3 2021.

Old Dominion Capital Management held 4,955 shares of Novartis worth $405K as of Q3 2021.
Old Dominion Capital Management sold 11 Novartis shares in Q3 2021, an estimated $990.
Novartis made up 0.09% of Old Dominion Capital Management's portfolio in Q3 2021, its #134 holding.
Old Dominion Capital Management first reported a position in Novartis in Q2 2019 and has held it in 10 quarters since.
Old Dominion Capital Management's Novartis position peaked at $453K in Q2 2021.
1,080 funds tracked by Wall St. Rank held Novartis as of Q3 2021.

Based on Old Dominion Capital Management's 13F filing for Q3 2021, filed 8 Oct 2021.