Penserra Capital Management’s Novartis NVS Stock Holding History

Penserra Capital 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
2024 Q3	–	Sell	-23,863	Closed	-$2.54M	–	1256
2024 Q2	$2.54M	Buy	23,863 +3,839	+19%	+$385K	0.03%	327
2024 Q1	$1.94M	Buy	20,024 +4,088	+26%	+$419K	0.02%	357
2023 Q4	$1.61M	Buy	15,936 +5,142	+48%	+$496K	0.03%	312
2023 Q3	$1.1M	Buy	10,794 +5,301	+97%	+$538K	0.02%	340
2023 Q2	$554K	Buy	5,493 +1,896	+53%	+$190K	0.01%	491
2023 Q1	$330K	Buy	3,597 +2,616	+267%	+$228K	0.01%	594
2022 Q4	$88K	Buy	981 +504	+106%	+$42.5K	﹤0.01%	822
2022 Q3	$36K	Buy	+477	New	+$39.5K	﹤0.01%	842

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Penserra Capital Management's NVS Position: Q3 2024 in Review

Penserra Capital Management sold out of Novartis (NVS) in Q3 2024, closing a stake of 23,863 shares — an estimated $2.54M sold.

Penserra Capital Management first reported a position in NVS in Q3 2022 and held it in 8 quarters. The position peaked at $2.54M in Q2 2024. 1,311 funds tracked by Wall St. Rank hold NVS as of Q3 2024.

Penserra Capital Management reported no remaining Novartis position as of Q3 2024 after selling out during the quarter.
Penserra Capital Management sold 23,863 Novartis shares in Q3 2024, an estimated $2.54M.
Penserra Capital Management first reported a position in Novartis in Q3 2022 and held it in 8 quarters.
Penserra Capital Management's Novartis position peaked at $2.54M in Q2 2024.
1,311 funds tracked by Wall St. Rank held Novartis as of Q3 2024.

Based on Penserra Capital Management's 13F filing for Q3 2024, filed 12 Nov 2024.