RFP Financial Group’s Novartis NVS Stock Holding History

RFP Financial 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 Q3	–	Sell	-3,286	Closed	-$350K	–	563
2024 Q2	$350K	Sell	3,286 -98	-3%	-$9.84K	0.13%	78
2024 Q1	$327K	Buy	3,384 +207	+7%	+$21.2K	0.13%	76
2023 Q4	$321K	Hold	3,177	–	–	0.13%	77
2023 Q3	$324K	Hold	3,177	–	–	0.14%	69
2023 Q2	$321K	Buy	3,177 +2,400	+309%	+$240K	0.13%	74
2023 Q1	$71.5K	Sell	777 -2,400	-76%	-$210K	0.08%	88
2022 Q4	$288K	Buy	+3,177	New	+$268K	0.13%	76

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 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

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

RFP Financial Group's NVS Position: Q3 2024 in Review

RFP Financial Group sold out of Novartis (NVS) in Q3 2024, closing a stake of 3,286 shares — an estimated $350K sold.

RFP Financial Group first reported a position in NVS in Q4 2022 and held it in 7 quarters. The position peaked at $350K in Q2 2024. 1,311 funds tracked by Wall St. Rank hold NVS as of Q3 2024.

RFP Financial Group reported no remaining Novartis position as of Q3 2024 after selling out during the quarter.
RFP Financial Group sold 3,286 Novartis shares in Q3 2024, an estimated $350K.
RFP Financial Group first reported a position in Novartis in Q4 2022 and held it in 7 quarters.
RFP Financial Group's Novartis position peaked at $350K in Q2 2024.
1,311 funds tracked by Wall St. Rank held Novartis as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.