Ranch Capital Advisors’s Novartis NVS Stock Holding History

Ranch Capital 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
2021 Q4	–	Sell	-280	Closed	-$23K	–	424
2021 Q3	$23K	Buy	280 +180	+180%	+$16.2K	0.01%	362
2021 Q2	$9K	Hold	100	–	–	0.01%	666
2021 Q1	$8K	Hold	100	–	–	0.01%	668
2020 Q4	$9K	Hold	100	–	–	0.01%	648
2020 Q3	$8K	Hold	100	–	–	0.01%	662
2020 Q2	$8K	Hold	100	–	–	0.01%	690
2020 Q1	$8K	Hold	100	–	–	0.01%	638
2019 Q4	$9K	Buy	+100	New	+$8.97K	0.01%	702

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ranch Capital Advisors's NVS Position: Q4 2021 in Review

Ranch Capital Advisors sold out of Novartis (NVS) in Q4 2021, closing a stake of 280 shares — an estimated $23K sold.

Ranch Capital Advisors first reported a position in NVS in Q4 2019 and held it in 8 quarters. The position peaked at $23K in Q3 2021. 1,146 funds tracked by Wall St. Rank hold NVS as of Q4 2021.

Ranch Capital Advisors reported no remaining Novartis position as of Q4 2021 after selling out during the quarter.
Ranch Capital Advisors sold 280 Novartis shares in Q4 2021, an estimated $23K.
Ranch Capital Advisors first reported a position in Novartis in Q4 2019 and held it in 8 quarters.
Ranch Capital Advisors's Novartis position peaked at $23K in Q3 2021.
1,146 funds tracked by Wall St. Rank held Novartis as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.