SAL Trading’s Novartis NVS Stock Holding History

SAL Trading’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	–	Sell	-7,000	Closed	-$707K	–	24
2023 Q4	$707K	Sell	7,000 -3,400	-33%	-$328K	1.13%	18
2023 Q3	$1.06M	Buy	+10,400	New	+$1.06M	1.48%	19
2022 Q2	–	Sell	-155,783	Closed	-$13.7M	–	54
2022 Q1	$13.7M	Buy	+155,783	New	+$13.5M	3.18%	9

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

SAL Trading's NVS Position: Q1 2024 in Review

SAL Trading sold out of Novartis (NVS) in Q1 2024, closing a stake of 7,000 shares — an estimated $707K sold.

SAL Trading first reported a position in NVS in Q1 2022 and held it in 3 quarters. The position peaked at $13.7M in Q1 2022. 1,254 funds tracked by Wall St. Rank hold NVS as of Q1 2024.

SAL Trading reported no remaining Novartis position as of Q1 2024 after selling out during the quarter.
SAL Trading sold 7,000 Novartis shares in Q1 2024, an estimated $707K.
SAL Trading first reported a position in Novartis in Q1 2022 and held it in 3 quarters.
SAL Trading's Novartis position peaked at $13.7M in Q1 2022.
1,254 funds tracked by Wall St. Rank held Novartis as of Q1 2024.

Based on SAL Trading's 13F filing for Q1 2024, filed 7 May 2024.