PYA Waltman Capital’s Novartis NVS Stock Holding History

PYA Waltman Capital’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
2022 Q4	–	Sell	-60	Closed	-$5K	–	149
2022 Q3	$5K	Sell	60 -17	-22%	-$1.41K	﹤0.01%	160
2022 Q2	$7K	Hold	77	–	–	﹤0.01%	160
2022 Q1	$7K	Sell	77 -20	-21%	-$1.73K	﹤0.01%	160
2021 Q4	$8K	Buy	+97	New	+$8.05K	﹤0.01%	153

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

PYA Waltman Capital's NVS Position: Q4 2022 in Review

PYA Waltman Capital sold out of Novartis (NVS) in Q4 2022, closing a stake of 60 shares — an estimated $5K sold.

PYA Waltman Capital first reported a position in NVS in Q4 2021 and held it in 4 quarters. The position peaked at $8K in Q4 2021. 1,182 funds tracked by Wall St. Rank hold NVS as of Q4 2022.

PYA Waltman Capital reported no remaining Novartis position as of Q4 2022 after selling out during the quarter.
PYA Waltman Capital sold 60 Novartis shares in Q4 2022, an estimated $5K.
PYA Waltman Capital first reported a position in Novartis in Q4 2021 and held it in 4 quarters.
PYA Waltman Capital's Novartis position peaked at $8K in Q4 2021.
1,182 funds tracked by Wall St. Rank held Novartis as of Q4 2022.

Based on PYA Waltman Capital's 13F filing for Q4 2022, filed 14 Feb 2023.