Quantamental Technologies’s Novartis NVS Stock Holding History

Quantamental Technologies’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	-6,877	Closed	-$523K	–	605
2022 Q3	$523K	Buy	+6,877	New	+$570K	0.2%	176
2021 Q4	–	Sell	-3,821	Closed	-$312K	–	474
2021 Q3	$312K	Buy	+3,821	New	+$344K	0.21%	170
2019 Q3	–	Sell	-3,902	Closed	-$356K	–	1727
2019 Q2	$356K	Buy	+3,902	New	+$330K	0.13%	254

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

Quantamental Technologies's NVS Position: Q4 2022 in Review

Quantamental Technologies sold out of Novartis (NVS) in Q4 2022, closing a stake of 6,877 shares — an estimated $523K sold.

Quantamental Technologies first reported a position in NVS in Q2 2019 and held it in 3 quarters. The position peaked at $523K in Q3 2022. 1,182 funds tracked by Wall St. Rank hold NVS as of Q4 2022.

Quantamental Technologies reported no remaining Novartis position as of Q4 2022 after selling out during the quarter.
Quantamental Technologies sold 6,877 Novartis shares in Q4 2022, an estimated $523K.
Quantamental Technologies first reported a position in Novartis in Q2 2019 and held it in 3 quarters.
Quantamental Technologies's Novartis position peaked at $523K in Q3 2022.
1,182 funds tracked by Wall St. Rank held Novartis as of Q4 2022.

Based on Quantamental Technologies's 13F filing for Q4 2022, filed 14 Feb 2023.