Signet Financial Management’s Novartis NVS Stock Holding History

Signet Financial Management’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 Q1	–	Sell	-40	Closed	-$3K	–	974
2021 Q4	$3K	Buy	+40	New	+$3.32K	﹤0.01%	1264
2018 Q4	–	Sell	-45	Closed	-$3K	–	636
2018 Q3	$3K	Hold	45	–	–	﹤0.01%	880
2018 Q2	$3K	Hold	45	–	–	﹤0.01%	788
2018 Q1	$3K	Buy	+45	New	+$3.43K	﹤0.01%	727

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

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

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

Signet Financial Management's NVS Position: Q1 2022 in Review

Signet Financial Management sold out of Novartis (NVS) in Q1 2022, closing a stake of 40 shares — an estimated $3K sold.

Signet Financial Management first reported a position in NVS in Q1 2018 and held it in 4 quarters. The position peaked at $3K in Q4 2021. 1,136 funds tracked by Wall St. Rank hold NVS as of Q1 2022.

Signet Financial Management reported no remaining Novartis position as of Q1 2022 after selling out during the quarter.
Signet Financial Management sold 40 Novartis shares in Q1 2022, an estimated $3K.
Signet Financial Management first reported a position in Novartis in Q1 2018 and held it in 4 quarters.
Signet Financial Management's Novartis position peaked at $3K in Q4 2021.
1,136 funds tracked by Wall St. Rank held Novartis as of Q1 2022.

Based on Signet Financial Management's 13F filing for Q1 2022, filed 13 May 2022.