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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
Q2 		– Sell
-70
Closed -$4K – 1330
2024
Q1 		$4K Buy
+70
New +$7.18K ﹤0.01% 1082

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Janus Henderson Group
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. 1,312 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.
  • 1,312 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.