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
2023 Q1	–	Sell	-47,500	Closed	-$4.31M	–	4763
2022 Q4	$4.31M	Sell	47,500 -4,000	-8%	-$337K	0.02%	804
2022 Q3	$3.92M	Buy	+51,500	New	+$4.27M	0.02%	998
2021 Q3	–	Sell	-2,100	Closed	-$192K	–	5573
2021 Q2	$192K	Buy	+2,100	New	+$187K	﹤0.01%	4061
2021 Q1	–	Sell	-11,100	Closed	-$1.05M	–	5338
2020 Q4	$1.05M	Sell	11,100 -700	-6%	-$61.2K	﹤0.01%	2439
2020 Q3	$1.03M	Buy	11,800 +5,900	+100%	+$511K	﹤0.01%	2249
2020 Q2	$515K	Sell	5,900 -32,800	-85%	-$2.83M	﹤0.01%	2652
2020 Q1	$3.19M	Buy	38,700 +13,300	+52%	+$1.19M	0.02%	751
2019 Q4	$2.4M	Sell	25,400 -31,867	-56%	-$2.86M	0.01%	976
2019 Q3	$4.98M	Buy	57,267 +3,367	+6%	+$302K	0.03%	675
2019 Q2	$4.92M	Sell	53,900 -53,459	-50%	-$4.52M	0.03%	708
2019 Q1	$9.25M	Buy	107,359 +6,919	+7%	+$555K	0.05%	402
2018 Q4	$7.72M	Buy	+100,440	New	+$7.82M	0.05%	436

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.