Redwood Investment Management’s Novartis NVS Stock Holding History

Redwood Investment 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
2021 Q4	–	Sell	-7,117	Closed	-$582K	–	293
2021 Q3	$582K	Hold	7,117	–	–	0.08%	234
2021 Q2	$649K	Hold	7,117	–	–	0.11%	210
2021 Q1	$608K	Buy	+7,117	New	+$639K	0.12%	228
2020 Q1	–	Sell	-6,050	Closed	-$573K	–	227
2019 Q4	$573K	Buy	6,050 +97	+2%	+$8.7K	0.14%	176
2019 Q3	$517K	Hold	5,953	–	–	0.14%	174
2019 Q2	$544K	Buy	5,953 +288	+5%	+$24.4K	0.15%	171
2019 Q1	$488K	Buy	+5,665	New	+$455K	0.21%	89
2018 Q1	–	Sell	-3,547	Closed	-$267K	–	139
2017 Q4	$267K	Buy	+3,547	New	+$268K	0.12%	91

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

Redwood Investment Management's NVS Position: Q4 2021 in Review

Redwood Investment Management sold out of Novartis (NVS) in Q4 2021, closing a stake of 7,117 shares — an estimated $582K sold.

Redwood Investment Management first reported a position in NVS in Q4 2017 and held it in 8 quarters. The position peaked at $649K in Q2 2021. 1,147 funds tracked by Wall St. Rank hold NVS as of Q4 2021.

Redwood Investment Management reported no remaining Novartis position as of Q4 2021 after selling out during the quarter.
Redwood Investment Management sold 7,117 Novartis shares in Q4 2021, an estimated $582K.
Redwood Investment Management first reported a position in Novartis in Q4 2017 and held it in 8 quarters.
Redwood Investment Management's Novartis position peaked at $649K in Q2 2021.
1,147 funds tracked by Wall St. Rank held Novartis as of Q4 2021.

Based on Redwood Investment Management's 13F filing for Q4 2021, filed 14 Feb 2022.