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Sarah T. Connolly’s Novartis NVS Stock Holding History

Sarah T. Connolly’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
-24,811
Closed -$2.53M – 65
2023
Q3 		$2.53M Sell
24,811
-330
-1% -$33.5K 1.67% 20
2023
Q2 		$2.54M Sell
25,141
-52
-0.2% -$5.2K 1.53% 21
2023
Q1 		$2.32M Buy
25,193
+1,469
+6% +$128K 1.47% 21
2022
Q4 		$2.15M Sell
23,724
-118
-0.5% -$9.94K 1.46% 21
2022
Q3 		$1.81M Sell
23,842
-1,130
-5% -$93.7K 1.33% 23
2022
Q2 		$2.11M Sell
24,972
-101
-0.4% -$8.86K 1.44% 21
2022
Q1 		$2.2M Buy
25,073
+536
+2% +$46.4K 1.29% 27
2021
Q4 		$2.15M Buy
24,537
+8,943
+57% +$743K 1.2% 33
2021
Q3 		$1.27M Sell
15,594
-70
-0.4% -$6.3K 1.05% 34
2021
Q2 		$1.43M Buy
15,664
+250
+2% +$22.3K 1.17% 32
2021
Q1 		$1.32M Sell
15,414
-25
-0.2% -$2.24K 1.17% 33
2020
Q4 		$1.46M Buy
+15,439
New +$1.35M 1.33% 27

Other funds holding NVS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Sarah T. Connolly's NVS Position: Q4 2023 in Review

Sarah T. Connolly sold out of Novartis (NVS) in Q4 2023, closing a stake of 24,811 shares — an estimated $2.53M sold.

Sarah T. Connolly first reported a position in NVS in Q4 2020 and held it in 12 quarters. The position peaked at $2.54M in Q2 2023. 1,273 funds tracked by Wall St. Rank hold NVS as of Q4 2023.

  • Sarah T. Connolly reported no remaining Novartis position as of Q4 2023 after selling out during the quarter.
  • Sarah T. Connolly sold 24,811 Novartis shares in Q4 2023, an estimated $2.53M.
  • Sarah T. Connolly first reported a position in Novartis in Q4 2020 and held it in 12 quarters.
  • Sarah T. Connolly's Novartis position peaked at $2.54M in Q2 2023.
  • 1,273 funds tracked by Wall St. Rank held Novartis as of Q4 2023.

Based on Sarah T. Connolly's 13F filing for Q4 2023, filed 9 Feb 2024.