PEAK6 Investments’s Novartis NVS Stock Holding History

PEAK6 Investments’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 Q4	–	Sell	-17,868	Closed	-$1.5M	–	4988
2022 Q3	$1.36M	Buy	+17,868	New	+$1.48M	0.01%	1909
2022 Q1	–	Sell	-3,989	Closed	-$349K	–	5741
2021 Q4	$349K	Buy	3,989 +2,662	+201%	+$221K	﹤0.01%	3537
2021 Q3	$109K	Buy	+1,327	New	+$119K	﹤0.01%	4310
2020 Q4	–	Sell	-2,014	Closed	-$176K	–	4979
2020 Q3	$175K	Buy	+2,014	New	+$174K	﹤0.01%	3577
2020 Q2	–	Sell	-29,398	Closed	-$2.54M	–	4683
2020 Q1	$2.42M	Buy	+29,398	New	+$2.62M	0.01%	906
2019 Q1	–	Sell	-56,095	Closed	-$4.5M	–	4410
2018 Q4	$4.31M	Buy	+56,095	New	+$4.37M	0.03%	731

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

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PEAK6 Investments's NVS Position: Q4 2022 in Review

PEAK6 Investments sold out of Novartis (NVS) in Q4 2022, closing a stake of 17,868 shares — an estimated $1.5M sold.

PEAK6 Investments first reported a position in NVS in Q4 2018 and held it in 6 quarters. The position peaked at $4.31M in Q4 2018. 1,182 funds tracked by Wall St. Rank hold NVS as of Q4 2022.

PEAK6 Investments reported no remaining Novartis position as of Q4 2022 after selling out during the quarter.
PEAK6 Investments sold 17,868 Novartis shares in Q4 2022, an estimated $1.5M.
PEAK6 Investments first reported a position in Novartis in Q4 2018 and held it in 6 quarters.
PEAK6 Investments's Novartis position peaked at $4.31M in Q4 2018.
1,182 funds tracked by Wall St. Rank held Novartis as of Q4 2022.

Based on PEAK6 Investments's 13F filing for Q4 2022, filed 10 Feb 2023.