Panagora Asset Management’s Novartis NVS Stock Holding History

Panagora Asset 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 Q2	–	Sell	-3,420	Closed	-$315K	–	1398
2023 Q1	$315K	Hold	3,420	–	–	﹤0.01%	1245
2022 Q4	$310K	Sell	3,420 -1,144	-25%	-$96.4K	﹤0.01%	1274
2022 Q3	$347K	Buy	+4,564	New	+$378K	﹤0.01%	1236
2019 Q4	–	Sell	-1,169	Closed	-$102K	–	2545
2019 Q3	$102K	Hold	1,169	–	–	﹤0.01%	1830
2019 Q2	$107K	Sell	1,169 -136	-10%	-$11.5K	﹤0.01%	1949
2019 Q1	$112K	Hold	1,305	–	–	﹤0.01%	1854
2018 Q4	$100K	Hold	1,305	–	–	﹤0.01%	1810
2018 Q3	$101K	Hold	1,305	–	–	﹤0.01%	1860
2018 Q2	$88K	Hold	1,305	–	–	﹤0.01%	1883
2018 Q1	$95K	Hold	1,305	–	–	﹤0.01%	1865
2017 Q4	$98K	Hold	1,305	–	–	﹤0.01%	1881
2017 Q3	$100K	Hold	1,305	–	–	﹤0.01%	1884
2017 Q2	$98K	Hold	1,305	–	–	﹤0.01%	1878
2017 Q1	$87K	Hold	1,305	–	–	﹤0.01%	1888
2016 Q4	$85K	Hold	1,305	–	–	﹤0.01%	1998
2016 Q3	$92K	Hold	1,305	–	–	﹤0.01%	1990
2016 Q2	$96K	Hold	1,305	–	–	﹤0.01%	1925
2016 Q1	$85K	Hold	1,305	–	–	﹤0.01%	1899
2015 Q4	$101K	Hold	1,305	–	–	﹤0.01%	1799
2015 Q3	$107K	Hold	1,305	–	–	﹤0.01%	1795
2015 Q2	$115K	Hold	1,305	–	–	﹤0.01%	1907
2015 Q1	$115K	Hold	1,305	–	–	﹤0.01%	1899
2014 Q4	$108K	Hold	1,305	–	–	﹤0.01%	1845
2014 Q3	$110K	Hold	1,305	–	–	﹤0.01%	1828
2014 Q2	$106K	Hold	1,305	–	–	﹤0.01%	1920
2014 Q1	$99K	Hold	1,305	–	–	﹤0.01%	1938
2013 Q4	$94K	Sell	1,305 -6,139	-82%	-$427K	﹤0.01%	1862
2013 Q3	$512K	Hold	7,444	–	–	﹤0.01%	1355
2013 Q2	$472K	Buy	+7,444	New	+$484K	﹤0.01%	1338

Other funds holding NVS

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Panagora Asset Management's NVS Position: Q2 2023 in Review

Panagora Asset Management sold out of Novartis (NVS) in Q2 2023, closing a stake of 3,420 shares — an estimated $315K sold.

Panagora Asset Management first reported a position in NVS in Q2 2013 and held it in 29 quarters. The position peaked at $512K in Q3 2013. 1,201 funds tracked by Wall St. Rank hold NVS as of Q2 2023.

Panagora Asset Management reported no remaining Novartis position as of Q2 2023 after selling out during the quarter.
Panagora Asset Management sold 3,420 Novartis shares in Q2 2023, an estimated $315K.
Panagora Asset Management first reported a position in Novartis in Q2 2013 and held it in 29 quarters.
Panagora Asset Management's Novartis position peaked at $512K in Q3 2013.
1,201 funds tracked by Wall St. Rank held Novartis as of Q2 2023.

Based on Panagora Asset Management's 13F filing for Q2 2023, filed 11 Aug 2023.