South Dakota Investment Council’s Novartis NVS Stock Holding History

South Dakota Investment Council’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	-7,422	Closed	-$649K	–	612
2021 Q4	$649K	Buy	+7,422	New	+$616K	0.01%	518
2017 Q2	–	Sell	-16,472	Closed	-$1.1M	–	596
2017 Q1	$1.1M	Hold	16,472	–	–	0.02%	399
2016 Q4	$1.07M	Buy	16,472 +7,990	+94%	+$518K	0.02%	388
2016 Q3	$600K	Hold	8,482	–	–	0.01%	459
2016 Q2	$627K	Hold	8,482	–	–	0.01%	441
2016 Q1	$551K	Buy	+8,482	New	+$577K	0.01%	443

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 $336B AUM 34.66% 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 $113B AUM 38.87% 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

South Dakota Investment Council's NVS Position: Q1 2022 in Review

South Dakota Investment Council sold out of Novartis (NVS) in Q1 2022, closing a stake of 7,422 shares — an estimated $649K sold.

South Dakota Investment Council first reported a position in NVS in Q1 2016 and held it in 6 quarters. The position peaked at $1.1M in Q1 2017. 1,137 funds tracked by Wall St. Rank hold NVS as of Q1 2022.

South Dakota Investment Council reported no remaining Novartis position as of Q1 2022 after selling out during the quarter.
South Dakota Investment Council sold 7,422 Novartis shares in Q1 2022, an estimated $649K.
South Dakota Investment Council first reported a position in Novartis in Q1 2016 and held it in 6 quarters.
South Dakota Investment Council's Novartis position peaked at $1.1M in Q1 2017.
1,137 funds tracked by Wall St. Rank held Novartis as of Q1 2022.

Based on South Dakota Investment Council's 13F filing for Q1 2022, filed 10 May 2022.