Phoenix Financial’s Novartis NVS Stock Holding History

Phoenix Financial’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	-19,775	Closed	-$2.1M	–	398
2024 Q2	$2.1M	Buy	+19,775	New	+$1.99M	0.03%	182
2023 Q4	–	Sell	-10,657	Closed	-$1.1M	–	372
2023 Q3	$1.1M	Buy	10,657 +5,019	+89%	+$509K	0.02%	223
2023 Q2	$559K	Buy	+5,638	New	+$564K	0.01%	241

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

Phoenix Financial's NVS Position: Q3 2024 in Review

Phoenix Financial sold out of Novartis (NVS) in Q3 2024, closing a stake of 19,775 shares — an estimated $2.1M sold.

Phoenix Financial first reported a position in NVS in Q2 2023 and held it in 3 quarters. The position peaked at $2.1M in Q2 2024. 1,311 funds tracked by Wall St. Rank hold NVS as of Q3 2024.

Phoenix Financial reported no remaining Novartis position as of Q3 2024 after selling out during the quarter.
Phoenix Financial sold 19,775 Novartis shares in Q3 2024, an estimated $2.1M.
Phoenix Financial first reported a position in Novartis in Q2 2023 and held it in 3 quarters.
Phoenix Financial's Novartis position peaked at $2.1M in Q2 2024.
1,311 funds tracked by Wall St. Rank held Novartis as of Q3 2024.

Based on Phoenix Financial's 13F filing for Q3 2024, filed 5 Nov 2024.