Polaris Capital Management’s Novartis NVS Stock Holding History

Polaris 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
2023 Q1	–	Sell	-100	Closed	-$9.07K	–	98
2022 Q4	$9.07K	Hold	100	–	–	﹤0.01%	96
2022 Q3	$8K	Hold	100	–	–	﹤0.01%	100
2022 Q2	$8K	Hold	100	–	–	﹤0.01%	101
2022 Q1	$9K	Buy	+100	New	+$8.66K	﹤0.01%	103
2021 Q4	–	Sell	-500	Closed	-$41K	–	107
2021 Q3	$41K	Hold	500	–	–	﹤0.01%	102
2021 Q2	$46K	Hold	500	–	–	﹤0.01%	101
2021 Q1	$44K	Hold	500	–	–	﹤0.01%	102
2020 Q4	$47K	Hold	500	–	–	﹤0.01%	100
2020 Q3	$43K	Hold	500	–	–	﹤0.01%	99
2020 Q2	$44K	Hold	500	–	–	﹤0.01%	101
2020 Q1	$41K	Hold	500	–	–	﹤0.01%	101
2019 Q4	$47K	Hold	500	–	–	﹤0.01%	87
2019 Q3	$43K	Hold	500	–	–	﹤0.01%	82
2019 Q2	$46K	Sell	500 -58	-10%	-$4.91K	﹤0.01%	82
2019 Q1	$48K	Hold	558	–	–	﹤0.01%	83
2018 Q4	$43K	Hold	558	–	–	﹤0.01%	85
2018 Q3	$43K	Hold	558	–	–	﹤0.01%	85
2018 Q2	$38K	Hold	558	–	–	﹤0.01%	86
2018 Q1	$40K	Hold	558	–	–	﹤0.01%	87
2017 Q4	$42K	Hold	558	–	–	﹤0.01%	87
2017 Q3	$43K	Hold	558	–	–	﹤0.01%	88
2017 Q2	$42K	Hold	558	–	–	﹤0.01%	87
2017 Q1	$37K	Hold	558	–	–	﹤0.01%	89
2016 Q4	$36K	Hold	558	–	–	﹤0.01%	90
2016 Q3	$39K	Hold	558	–	–	﹤0.01%	98
2016 Q2	$41K	Sell	558 -112	-17%	-$7.74K	﹤0.01%	96
2016 Q1	$46K	Hold	670	–	–	﹤0.01%	100
2015 Q4	$52K	Hold	670	–	–	0.01%	98
2015 Q3	$55K	Hold	670	–	–	0.01%	107
2015 Q2	$59K	Hold	670	–	–	0.01%	107
2015 Q1	$59K	Hold	670	–	–	0.01%	104
2014 Q4	$56K	Hold	670	–	–	0.01%	51
2014 Q3	$56K	Hold	670	–	–	0.01%	52
2014 Q2	$54K	Buy	+670	New	+$52.7K	0.01%	49

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

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

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

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

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

Polaris Capital Management's NVS Position: Q1 2023 in Review

Polaris Capital Management sold out of Novartis (NVS) in Q1 2023, closing a stake of 100 shares — an estimated $9.07K sold.

Polaris Capital Management first reported a position in NVS in Q2 2014 and held it in 34 quarters. The position peaked at $59K in Q2 2015. 1,180 funds tracked by Wall St. Rank hold NVS as of Q1 2023.

Polaris Capital Management reported no remaining Novartis position as of Q1 2023 after selling out during the quarter.
Polaris Capital Management sold 100 Novartis shares in Q1 2023, an estimated $9.07K.
Polaris Capital Management first reported a position in Novartis in Q2 2014 and held it in 34 quarters.
Polaris Capital Management's Novartis position peaked at $59K in Q2 2015.
1,180 funds tracked by Wall St. Rank held Novartis as of Q1 2023.

Based on Polaris Capital Management's 13F filing for Q1 2023, filed 28 Apr 2023.