Prudent Man Advisors’s Novartis NVS Stock Holding History

Prudent Man Advisors’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	-2,334	Closed	-$226K	–	182
2024 Q1	$226K	Sell	2,334 -491	-17%	-$50.3K	0.08%	152
2023 Q4	$285K	Sell	2,825 -305	-10%	-$29.4K	0.11%	142
2023 Q3	$319K	Sell	3,130 -111	-3%	-$11.3K	0.13%	135
2023 Q2	$327K	Hold	3,241	–	–	0.12%	138
2023 Q1	$298K	Buy	3,241 +7	+0.2%	+$611	0.12%	141
2022 Q4	$293K	Buy	+3,234	New	+$272K	0.12%	146
2022 Q2	–	Sell	-2,557	Closed	-$224K	–	182
2022 Q1	$224K	Hold	2,557	–	–	0.09%	165
2021 Q4	$224K	Sell	2,557 -541	-17%	-$44.9K	0.09%	171
2021 Q3	$253K	Hold	3,098	–	–	0.1%	167
2021 Q2	$283K	Buy	3,098 +90	+3%	+$8.01K	0.11%	151
2021 Q1	$257K	Sell	3,008 -52	-2%	-$4.67K	0.11%	159
2020 Q4	$289K	Sell	3,060 -11	-0.4%	-$961	0.12%	133
2020 Q3	$267K	Sell	3,071 -62	-2%	-$5.37K	0.14%	124
2020 Q2	$274K	Buy	+3,133	New	+$270K	0.24%	109

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCM

Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

Prudent Man Advisors's NVS Position: Q2 2024 in Review

Prudent Man Advisors sold out of Novartis (NVS) in Q2 2024, closing a stake of 2,334 shares — an estimated $226K sold.

Prudent Man Advisors first reported a position in NVS in Q2 2020 and held it in 14 quarters. The position peaked at $327K in Q2 2023. 1,306 funds tracked by Wall St. Rank hold NVS as of Q2 2024.

Prudent Man Advisors reported no remaining Novartis position as of Q2 2024 after selling out during the quarter.
Prudent Man Advisors sold 2,334 Novartis shares in Q2 2024, an estimated $226K.
Prudent Man Advisors first reported a position in Novartis in Q2 2020 and held it in 14 quarters.
Prudent Man Advisors's Novartis position peaked at $327K in Q2 2023.
1,306 funds tracked by Wall St. Rank held Novartis as of Q2 2024.

Based on Prudent Man Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.