Sargent Bickham Lagudis’s Novartis NVS Stock Holding History

Sargent Bickham Lagudis’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
2022 Q4	$230K	Sell	2,537 -1,389	-35%	-$117K	0.02%	255
2022 Q3	$298K	Sell	3,926 -481	-11%	-$39.9K	0.03%	214
2022 Q2	$373K	Sell	4,407 -130	-3%	-$11.4K	0.03%	203
2022 Q1	$398K	Buy	4,537 +90	+2%	+$7.79K	0.03%	198
2021 Q4	$389K	Sell	4,447 -123	-3%	-$10.2K	0.03%	190
2021 Q3	$374K	Buy	4,570 +1,525	+50%	+$137K	0.03%	189
2021 Q2	$278K	Buy	3,045 +1,194	+65%	+$106K	0.02%	222
2021 Q1	$158K	Buy	1,851 +1,607	+659%	+$144K	0.01%	276
2020 Q4	$23K	Hold	244	–	–	﹤0.01%	540
2020 Q3	$21K	Hold	244	–	–	﹤0.01%	503
2020 Q2	$21K	Hold	244	–	–	﹤0.01%	482
2020 Q1	$20K	Sell	244 -65	-21%	-$5.8K	﹤0.01%	471
2019 Q4	$29K	Buy	309 +62	+25%	+$5.56K	﹤0.01%	468
2019 Q3	$21K	Hold	247	–	–	﹤0.01%	471
2019 Q2	$23K	Sell	247 -29	-11%	-$2.45K	﹤0.01%	470
2019 Q1	$24K	Sell	276 -334	-55%	-$26.8K	﹤0.01%	488
2018 Q4	$47K	Sell	610 -436	-42%	-$33.9K	0.01%	373
2018 Q3	$81K	Sell	1,046 -73	-7%	-$5.4K	0.01%	302
2018 Q2	$76K	Sell	1,119 -1,021	-48%	-$70.5K	0.01%	306
2018 Q1	$155K	Sell	2,140 -868	-29%	-$66.1K	0.02%	236
2017 Q4	$226K	Sell	3,008 -663	-18%	-$50K	0.03%	202
2017 Q3	$282K	Buy	3,671 +378	+11%	+$28.5K	0.04%	178
2017 Q2	$246K	Sell	3,293 -3	-0.1%	-$213	0.03%	191
2017 Q1	$219K	Sell	3,296 -511	-13%	-$34.1K	0.03%	199
2016 Q4	$248K	Sell	3,807 -358	-9%	-$23.2K	0.04%	179
2016 Q3	$295	Buy	4,165 +494	+13%	+$36K	0.04%	169
2016 Q2	$271K	Buy	3,671 +845	+30%	+$58.4K	0.04%	173
2016 Q1	$183K	Buy	+2,826	New	+$192K	0.03%	214

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Sargent Bickham Lagudis's NVS Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its Novartis (NVS) stake by 35% in Q4 2022, selling an estimated $117K and leaving 2,537 shares worth $230K. The position accounts for 0.02% of the portfolio, ranked #255.

Sargent Bickham Lagudis first reported a position in NVS in Q1 2016 and has held it in 28 quarters since. The position peaked at $398K in Q1 2022. 1,182 funds tracked by Wall St. Rank hold NVS as of Q4 2022.

Sargent Bickham Lagudis held 2,537 shares of Novartis worth $230K as of Q4 2022.
Sargent Bickham Lagudis sold 1,389 Novartis shares in Q4 2022, an estimated $117K.
Novartis made up 0.02% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #255 holding.
Sargent Bickham Lagudis first reported a position in Novartis in Q1 2016 and has held it in 28 quarters since.
Sargent Bickham Lagudis's Novartis position peaked at $398K in Q1 2022.
1,182 funds tracked by Wall St. Rank held Novartis as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.