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
2021 Q3	–	Sell	-8,338	Closed	-$760K	–	161
2021 Q2	$760K	Buy	+8,338	New	+$742K	0.94%	39

Other funds holding NVS

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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.