Searle & Co’s Novartis NVS Stock Holding History

Searle & Co’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 Q3	–	Sell	-1,900	Closed	-$202K	–	184
2024 Q2	$202K	Buy	+1,900	New	+$191K	0.05%	175

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

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

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

Searle & Co's NVS Position: Q3 2024 in Review

Searle & Co sold out of Novartis (NVS) in Q3 2024, closing a stake of 1,900 shares — an estimated $202K sold.

Searle & Co first reported a position in NVS in Q2 2024 and held it in 1 quarter. The position peaked at $202K in Q2 2024. 1,311 funds tracked by Wall St. Rank hold NVS as of Q3 2024.

Searle & Co reported no remaining Novartis position as of Q3 2024 after selling out during the quarter.
Searle & Co sold 1,900 Novartis shares in Q3 2024, an estimated $202K.
Searle & Co first reported a position in Novartis in Q2 2024 and held it in 1 quarter.
Searle & Co's Novartis position peaked at $202K in Q2 2024.
1,311 funds tracked by Wall St. Rank held Novartis as of Q3 2024.

Based on Searle & Co's 13F filing for Q3 2024, filed 22 Oct 2024.