Olympiad Research’s Novartis NVS Stock Holding History

Olympiad Research’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
2022 Q3	$341K	Hold	4,482	–	–	0.18%	125
2022 Q2	$379K	Buy	4,482 +371	+9%	+$32.5K	0.17%	133
2022 Q1	$361K	Hold	4,111	–	–	0.11%	176
2021 Q4	$360K	Buy	4,111 +1,370	+50%	+$114K	0.13%	148
2021 Q3	$224K	Hold	2,741	–	–	0.07%	211
2021 Q2	$250K	Hold	2,741	–	–	0.09%	195
2021 Q1	$234K	Hold	2,741	–	–	0.1%	156
2020 Q4	$259K	Buy	+2,741	New	+$240K	0.15%	103

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Olympiad Research's NVS Position: Q3 2022 in Review

Olympiad Research held its Novartis (NVS) position steady in Q3 2022 at 4,482 shares worth $341K. The position accounts for 0.18% of the portfolio, ranked #125.

Olympiad Research first reported a position in NVS in Q4 2020 and has held it in 8 quarters since. The position peaked at $379K in Q2 2022. 1,088 funds tracked by Wall St. Rank hold NVS as of Q3 2022.

Olympiad Research held 4,482 shares of Novartis worth $341K as of Q3 2022.
Olympiad Research left its Novartis share count unchanged in Q3 2022.
Novartis made up 0.18% of Olympiad Research's portfolio in Q3 2022, its #125 holding.
Olympiad Research first reported a position in Novartis in Q4 2020 and has held it in 8 quarters since.
Olympiad Research's Novartis position peaked at $379K in Q2 2022.
1,088 funds tracked by Wall St. Rank held Novartis as of Q3 2022.

Based on Olympiad Research's 13F filing for Q3 2022, filed 7 Nov 2022.