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Patriot Investment Management Group’s Novartis NVS Stock Holding History

Patriot Investment Management 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
-2,199
Closed -$222K – 246
2023
Q4 		$222K Sell
2,199
-495
-18% -$47.8K 0.02% 222
2023
Q3 		$274K Sell
2,694
-30
-1% -$3.04K 0.03% 206
2023
Q2 		$275K Buy
2,724
+102
+4% +$10.2K 0.02% 210
2023
Q1 		$241K Sell
2,622
-340
-11% -$29.7K 0.02% 222
2022
Q4 		$265K Sell
2,962
-670
-18% -$56.4K 0.02% 221
2022
Q3 		$276K Sell
3,632
-535
-13% -$44.3K 0.03% 205
2022
Q2 		$352K Sell
4,167
-745
-15% -$65.4K 0.03% 186
2022
Q1 		$431K Sell
4,912
-242
-5% -$21K 0.04% 182
2021
Q4 		$450K Buy
5,154
+14
+0.3% +$1.16K 0.04% 186
2021
Q3 		$420K Buy
5,140
+231
+5% +$20.8K 0.04% 188
2021
Q2 		$447K Buy
4,909
+20
+0.4% +$1.78K 0.04% 178
2021
Q1 		$417K Buy
4,889
+245
+5% +$22K 0.04% 174
2020
Q4 		$438K Sell
4,644
-205
-4% -$17.9K 0.07% 128
2020
Q3 		$421K Buy
4,849
+135
+3% +$11.7K 0.05% 157
2020
Q2 		$412K Buy
4,714
+35
+0.7% +$3.02K 0.05% 156
2020
Q1 		$385K Buy
+4,679
New +$417K 0.06% 151
2019
Q4 		– Sell
-6,141
Closed -$525K – 222
2019
Q3 		$525K Buy
6,141
+20
+0.3% +$1.8K 0.07% 136
2019
Q2 		$558K Sell
6,121
-587
-9% -$49.7K 0.08% 133
2019
Q1 		$577K Buy
+6,708
New +$539K 0.08% 131

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

Patriot Investment Management Group's NVS Position: Q1 2024 in Review

Patriot Investment Management Group sold out of Novartis (NVS) in Q1 2024, closing a stake of 2,199 shares — an estimated $222K sold.

Patriot Investment Management Group first reported a position in NVS in Q1 2019 and held it in 19 quarters. The position peaked at $577K in Q1 2019. 1,254 funds tracked by Wall St. Rank hold NVS as of Q1 2024.

  • Patriot Investment Management Group reported no remaining Novartis position as of Q1 2024 after selling out during the quarter.
  • Patriot Investment Management Group sold 2,199 Novartis shares in Q1 2024, an estimated $222K.
  • Patriot Investment Management Group first reported a position in Novartis in Q1 2019 and held it in 19 quarters.
  • Patriot Investment Management Group's Novartis position peaked at $577K in Q1 2019.
  • 1,254 funds tracked by Wall St. Rank held Novartis as of Q1 2024.

Based on Patriot Investment Management Group's 13F filing for Q1 2024, filed 17 Apr 2024.