Single Point Partners’s Novartis NVS Stock Holding History

Single Point Partners’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 Q1	–	Sell	-3,438	Closed	-$312K	–	168
2022 Q4	$312K	Buy	+3,438	New	+$290K	0.08%	103
2022 Q3	–	Sell	-2,854	Closed	-$241K	–	143
2022 Q2	$241K	Buy	+2,854	New	+$250K	0.07%	103

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

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

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

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

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

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

Single Point Partners's NVS Position: Q1 2023 in Review

Single Point Partners sold out of Novartis (NVS) in Q1 2023, closing a stake of 3,438 shares — an estimated $312K sold.

Single Point Partners first reported a position in NVS in Q2 2022 and held it in 2 quarters. The position peaked at $312K in Q4 2022. 1,180 funds tracked by Wall St. Rank hold NVS as of Q1 2023.

Single Point Partners reported no remaining Novartis position as of Q1 2023 after selling out during the quarter.
Single Point Partners sold 3,438 Novartis shares in Q1 2023, an estimated $312K.
Single Point Partners first reported a position in Novartis in Q2 2022 and held it in 2 quarters.
Single Point Partners's Novartis position peaked at $312K in Q4 2022.
1,180 funds tracked by Wall St. Rank held Novartis as of Q1 2023.

Based on Single Point Partners's 13F filing for Q1 2023, filed 6 Apr 2023.