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OmniStar Financial Group’s Novartis NVS Stock Holding History

OmniStar 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
-3,476
Closed -$351K – 142
2023
Q4 		$351K Sell
3,476
-3,182
-48% -$307K 0.44% 69
2023
Q3 		$681K Sell
6,658
-120
-2% -$12.2K 0.81% 41
2023
Q2 		$684K Sell
6,778
-854
-11% -$85.4K 0.8% 45
2023
Q1 		$702K Sell
7,632
-370
-5% -$32.3K 0.89% 40
2022
Q4 		$726K Buy
8,002
+76
+1% +$6.4K 0.82% 46
2022
Q3 		$602K Sell
7,926
-1,074
-12% -$89K 0.72% 52
2022
Q2 		$760K Buy
9,000
+163
+2% +$14.3K 0.84% 46
2022
Q1 		$775K Buy
8,837
+468
+6% +$40.5K 0.77% 49
2021
Q4 		$732K Buy
8,369
+22
+0.3% +$1.83K 0.75% 57
2021
Q3 		$682K Buy
+8,347
New +$751K 0.81% 48
2021
Q2 		– Sell
-8,286
Closed -$738K – 157
2021
Q1 		$708K Sell
8,286
-6,218
-43% -$558K 0.9% 42
2020
Q4 		$1.37M Sell
14,504
-599
-4% -$52.3K 0.96% 37
2020
Q3 		$1.31M Sell
15,103
-189
-1% -$16.4K 0.99% 34
2020
Q2 		$1.34M Buy
+15,292
New +$1.32M 1.1% 29

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

OmniStar Financial Group's NVS Position: Q1 2024 in Review

OmniStar Financial Group sold out of Novartis (NVS) in Q1 2024, closing a stake of 3,476 shares — an estimated $351K sold.

OmniStar Financial Group first reported a position in NVS in Q2 2020 and held it in 14 quarters. The position peaked at $1.37M in Q4 2020. 1,254 funds tracked by Wall St. Rank hold NVS as of Q1 2024.

  • OmniStar Financial Group reported no remaining Novartis position as of Q1 2024 after selling out during the quarter.
  • OmniStar Financial Group sold 3,476 Novartis shares in Q1 2024, an estimated $351K.
  • OmniStar Financial Group first reported a position in Novartis in Q2 2020 and held it in 14 quarters.
  • OmniStar Financial Group's Novartis position peaked at $1.37M in Q4 2020.
  • 1,254 funds tracked by Wall St. Rank held Novartis as of Q1 2024.

Based on OmniStar Financial Group's 13F filing for Q1 2024, filed 23 Apr 2024.