Sawyer & Company’s Novartis NVS Stock Holding History

Sawyer & Company’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 Q3	–	Sell	-85	Closed	-$9K	–	199
2023 Q2	$9K	Sell	85 -60	-41%	-$6K	﹤0.01%	151
2023 Q1	$14K	Hold	145	–	–	0.01%	149
2022 Q4	$13K	Hold	145	–	–	0.01%	160
2022 Q3	$11K	Sell	145 -25	-15%	-$2.07K	0.01%	159
2022 Q2	$14K	Sell	170 -30	-15%	-$2.63K	0.01%	153
2022 Q1	$18K	Buy	+200	New	+$17.3K	0.01%	151
2021 Q4	–	Sell	-233	Closed	-$19K	–	184
2021 Q3	$19K	Hold	233	–	–	0.01%	152
2021 Q2	$21K	Hold	233	–	–	0.01%	144
2021 Q1	$20K	Hold	233	–	–	0.01%	137
2020 Q4	$22K	Hold	233	–	–	0.01%	133
2020 Q3	$20K	Sell	233 -980	-81%	-$84.9K	0.01%	136
2020 Q2	$106K	Sell	1,213 -740	-38%	-$63.9K	0.07%	111
2020 Q1	$161K	Sell	1,953 -150	-7%	-$13.4K	0.13%	97
2019 Q4	$199K	Hold	2,103	–	–	0.13%	97
2019 Q3	$183K	Hold	2,103	–	–	0.13%	94
2019 Q2	$192K	Sell	2,103 -551	-21%	-$46.6K	0.13%	101
2019 Q1	$229K	Hold	2,654	–	–	0.15%	95
2018 Q4	$204K	Hold	2,654	–	–	0.15%	95
2018 Q3	$205K	Hold	2,654	–	–	0.13%	102
2018 Q2	$180K	Hold	2,654	–	–	0.12%	101
2018 Q1	$192K	Buy	2,654 +223	+9%	+$17K	0.13%	97
2017 Q4	$183K	Buy	+2,431	New	+$183K	0.12%	98

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sawyer & Company's NVS Position: Q3 2023 in Review

Sawyer & Company sold out of Novartis (NVS) in Q3 2023, closing a stake of 85 shares — an estimated $9K sold.

Sawyer & Company first reported a position in NVS in Q4 2017 and held it in 22 quarters. The position peaked at $229K in Q1 2019. 1,223 funds tracked by Wall St. Rank hold NVS as of Q3 2023.

Sawyer & Company reported no remaining Novartis position as of Q3 2023 after selling out during the quarter.
Sawyer & Company sold 85 Novartis shares in Q3 2023, an estimated $9K.
Sawyer & Company first reported a position in Novartis in Q4 2017 and held it in 22 quarters.
Sawyer & Company's Novartis position peaked at $229K in Q1 2019.
1,223 funds tracked by Wall St. Rank held Novartis as of Q3 2023.

Based on Sawyer & Company's 13F filing for Q3 2023, filed 25 Oct 2023.