Retirement Group’s Novartis NVS Stock Holding History

Retirement Group’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 Q1	$38.7K	Buy	400 +146	+57%	+$15K	0.01%	267
2023 Q4	$25.6K	Buy	254 +22	+9%	+$2.12K	0.01%	306
2023 Q3	$23.6K	Hold	232	–	–	0.01%	297
2023 Q2	$23.4K	Buy	232 +19	+9%	+$1.9K	0.01%	299
2023 Q1	$20K	Hold	213	–	–	0.01%	302
2022 Q4	$19K	Buy	+213	New	+$17.9K	0.01%	282
2022 Q3	–	Sell	-213	Closed	-$18K	–	706
2022 Q2	$18K	Hold	213	–	–	0.01%	342
2022 Q1	$19K	Buy	+213	New	+$18.4K	0.01%	352

Other funds holding NVS

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Retirement Group's NVS Position: Q1 2024 in Review

Retirement Group increased its Novartis (NVS) stake by 57% in Q1 2024, buying an estimated $15K and bringing the position to 400 shares worth $38.7K. The position accounts for 0.01% of the portfolio, ranked #267.

Retirement Group first reported a position in NVS in Q1 2022 and has held it in 8 quarters since. 1,253 funds tracked by Wall St. Rank hold NVS as of Q1 2024.

Retirement Group held 400 shares of Novartis worth $38.7K as of Q1 2024.
Retirement Group bought 146 Novartis shares in Q1 2024, an estimated $15K.
Novartis made up 0.01% of Retirement Group's portfolio in Q1 2024, its #267 holding.
Retirement Group first reported a position in Novartis in Q1 2022 and has held it in 8 quarters since.
1,253 funds tracked by Wall St. Rank held Novartis as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.