Sanders Capital’s Novartis NVS Stock Holding History

Sanders Capital’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
2023 Q4	–	Sell	-1,073,420	Closed	-$104M	–	46
2023 Q3	$104M	Buy	1,073,420 +710	+0.1%	+$72.1K	0.22%	30
2023 Q2	$108M	Sell	1,072,710 -57,820	-5%	-$5.78M	0.23%	32
2023 Q1	$104M	Buy	1,130,530 +670	+0.1%	+$58.5K	0.25%	31
2022 Q4	$103M	Sell	1,129,860 -1,820	-0.2%	-$153K	0.27%	30
2022 Q3	$86M	Sell	1,131,680 -1,740	-0.2%	-$144K	0.24%	29
2022 Q2	$95.8M	Sell	1,133,420 -3,220	-0.3%	-$282K	0.24%	29
2022 Q1	$99.7M	Buy	+1,136,640	New	+$98.4M	0.22%	30
2016 Q4	–	Sell	-2,120	Closed	-$150K	–	43
2016 Q3	$150K	Sell	2,120 -1,898	-47%	-$138K	﹤0.01%	44
2016 Q2	$297K	Sell	4,018 -1,004	-20%	-$69.4K	﹤0.01%	46
2016 Q1	$326K	Hold	5,022	–	–	﹤0.01%	47
2015 Q4	$387K	Hold	5,022	–	–	﹤0.01%	46
2015 Q3	$414K	Hold	5,022	–	–	﹤0.01%	46
2015 Q2	$443K	Hold	5,022	–	–	﹤0.01%	46
2015 Q1	$444K	Hold	5,022	–	–	﹤0.01%	46
2014 Q4	$417K	Hold	5,022	–	–	﹤0.01%	49
2014 Q3	$424K	Hold	5,022	–	–	﹤0.01%	49
2014 Q2	$407K	Buy	5,022 +112	+2%	+$8.81K	﹤0.01%	52
2014 Q1	$374K	Hold	4,910	–	–	﹤0.01%	53
2013 Q4	$354K	Hold	4,910	–	–	﹤0.01%	54
2013 Q3	$338K	Hold	4,910	–	–	﹤0.01%	52
2013 Q2	$311K	Buy	+4,910	New	+$319K	﹤0.01%	51

Other funds holding NVS

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Sanders Capital's NVS Position: Q4 2023 in Review

Sanders Capital sold out of Novartis (NVS) in Q4 2023, closing a stake of 1,073,420 shares — an estimated $104M sold.

Sanders Capital first reported a position in NVS in Q2 2013 and held it in 21 quarters. The position peaked at $108M in Q2 2023. 1,272 funds tracked by Wall St. Rank hold NVS as of Q4 2023.

Sanders Capital reported no remaining Novartis position as of Q4 2023 after selling out during the quarter.
Sanders Capital sold 1,073,420 Novartis shares in Q4 2023, an estimated $104M.
Sanders Capital first reported a position in Novartis in Q2 2013 and held it in 21 quarters.
Sanders Capital's Novartis position peaked at $108M in Q2 2023.
1,272 funds tracked by Wall St. Rank held Novartis as of Q4 2023.

Based on Sanders Capital's 13F filing for Q4 2023, filed 12 Feb 2024.