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Simplicity Solutions’s Novartis NVS Stock Holding History

Simplicity Solutions’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
Q4 		$4.91M Buy
48,661
+3,696
+8% +$357K 0.13% 133
2023
Q3 		$4.58M Buy
44,965
+342
+0.8% +$34.7K 0.15% 132
2023
Q2 		$4.5M Sell
44,623
-12,361
-22% -$1.24M 0.12% 159
2023
Q1 		$5.24M Buy
56,984
+8,509
+18% +$743K 0.14% 137
2022
Q4 		$4.4M Sell
48,475
-1,903
-4% -$160K 0.6% 24
2022
Q3 		$3.83M Buy
50,378
+9,975
+25% +$827K 0.56% 28
2022
Q2 		$3.42M Buy
40,403
+8,132
+25% +$713K 0.44% 50
2022
Q1 		$2.83M Sell
32,271
-13,939
-30% -$1.21M 0.35% 64
2021
Q4 		$4.04M Buy
46,210
+27,789
+151% +$2.31M 0.45% 39
2021
Q3 		$1.51M Buy
18,421
+4,819
+35% +$434K 0.23% 103
2021
Q2 		$1.24M Buy
13,602
+1,769
+15% +$158K 0.25% 88
2021
Q1 		$1.01M Sell
11,833
-1,610
-12% -$144K 0.22% 101
2020
Q4 		$1.27M Buy
13,443
+955
+8% +$83.5K 0.02% 483
2020
Q3 		$1.08M Sell
12,488
-929
-7% -$80.5K 0.02% 461
2020
Q2 		$1.17M Buy
13,417
+4,457
+50% +$385K 0.02% 427
2020
Q1 		$739K Sell
8,960
-2,167
-19% -$193K 0.02% 411
2019
Q4 		$1.05M Buy
11,127
+1,033
+10% +$92.7K 0.03% 378
2019
Q3 		$877K Buy
10,094
+919
+10% +$82.5K 0.04% 327
2019
Q2 		$838K Buy
9,175
+2,170
+31% +$184K 0.04% 287
2019
Q1 		$604K Buy
7,005
+3,031
+76% +$243K 0.04% 353
2018
Q4 		$306K Sell
3,974
-4,501
-53% -$350K 0.04% 440
2018
Q3 		$654K Sell
8,475
-2,248
-21% -$166K 0.04% 223
2018
Q2 		$725K Buy
10,723
+4,439
+71% +$306K 0.05% 202
2018
Q1 		$455K Buy
6,284
+976
+18% +$74.3K 0.04% 215
2017
Q4 		$399K Sell
5,308
-1,798
-25% -$136K 0.04% 250
2017
Q3 		$547K Sell
7,106
-5,143
-42% -$388K 0.37% 63
2017
Q2 		$916K Sell
12,249
-7,178
-37% -$509K 0.11% 167
2017
Q1 		$1.29M Buy
19,427
+6,018
+45% +$401K 0.2% 106
2016
Q4 		$875K Buy
+13,409
New +$870K 0.2% 115
2016
Q1 		– Sell
-13,694
Closed -$1.06M – 408
2015
Q4 		$1.06M Buy
+13,694
New +$1.09M 0.12% 231

Other funds holding NVS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Simplicity Solutions's NVS Position: Q4 2023 in Review

Simplicity Solutions increased its Novartis (NVS) stake by 8.2% in Q4 2023, buying an estimated $357K and bringing the position to 48,661 shares worth $4.91M. The position accounts for 0.13% of the portfolio, ranked #133.

Simplicity Solutions first reported a position in NVS in Q4 2015 and has held it in 30 quarters since. The position peaked at $5.24M in Q1 2023. 1,272 funds tracked by Wall St. Rank hold NVS as of Q4 2023.

  • Simplicity Solutions held 48,661 shares of Novartis worth $4.91M as of Q4 2023.
  • Simplicity Solutions bought 3,696 Novartis shares in Q4 2023, an estimated $357K.
  • Novartis made up 0.13% of Simplicity Solutions's portfolio in Q4 2023, its #133 holding.
  • Simplicity Solutions first reported a position in Novartis in Q4 2015 and has held it in 30 quarters since.
  • Simplicity Solutions's Novartis position peaked at $5.24M in Q1 2023.
  • 1,272 funds tracked by Wall St. Rank held Novartis as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.