Scott & Selber Inc’s Novartis NVS Stock Holding History

Scott & Selber Inc’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 Q4	–	Sell	-10,491	Closed	-$1.21M	–	93
2024 Q3	$1.21M	Sell	10,491 -70	-0.7%	-$7.94K	0.37%	70
2024 Q2	$1.12M	Buy	10,561 +76	+0.7%	+$7.63K	0.36%	72
2024 Q1	$1.01M	Sell	10,485 -41	-0.4%	-$4.2K	0.35%	73
2023 Q4	$1.06M	Sell	10,526 -26	-0.2%	-$2.51K	0.4%	70
2023 Q3	$1.07M	Sell	10,552 -9	-0.1%	-$914	0.44%	68
2023 Q2	$1.07M	Sell	10,561 -26	-0.2%	-$2.6K	0.42%	74
2023 Q1	$974K	Buy	10,587 +41	+0.4%	+$3.58K	0.41%	80
2022 Q4	$957K	Sell	10,546 -26	-0.2%	-$2.19K	0.43%	80
2022 Q3	$804K	Buy	10,572 +30	+0.3%	+$2.49K	0.39%	85
2022 Q2	$891K	Sell	10,542 -132	-1%	-$11.6K	0.41%	86
2022 Q1	$937K	Buy	+10,674	New	+$924K	0.36%	86

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Scott & Selber Inc's NVS Position: Q4 2024 in Review

Scott & Selber Inc sold out of Novartis (NVS) in Q4 2024, closing a stake of 10,491 shares — an estimated $1.21M sold.

Scott & Selber Inc first reported a position in NVS in Q1 2022 and held it in 11 quarters. The position peaked at $1.21M in Q3 2024. 1,340 funds tracked by Wall St. Rank hold NVS as of Q4 2024.

Scott & Selber Inc reported no remaining Novartis position as of Q4 2024 after selling out during the quarter.
Scott & Selber Inc sold 10,491 Novartis shares in Q4 2024, an estimated $1.21M.
Scott & Selber Inc first reported a position in Novartis in Q1 2022 and held it in 11 quarters.
Scott & Selber Inc's Novartis position peaked at $1.21M in Q3 2024.
1,340 funds tracked by Wall St. Rank held Novartis as of Q4 2024.

Based on Scott & Selber Inc's 13F filing for Q4 2024, filed 6 Feb 2025.