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SpiderRock Advisors’s Novartis NVS Stock Holding History

SpiderRock Advisors’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
2017
Q2 		– Hold
0
– -$7K – 1082
2017
Q1 		– Hold
0
– – – 913

Other funds holding NVS

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

SpiderRock Advisors's NVS Position: Q3 2024 in Review

SpiderRock Advisors opened a new position in Novartis (NVS) in Q3 2024: 11,226 shares worth $1.29M. The stake represents 0.02% of the portfolio and ranks #417 among its holdings.

1,312 funds tracked by Wall St. Rank hold NVS as of Q3 2024.

  • SpiderRock Advisors held 11,226 shares of Novartis worth $1.29M as of Q3 2024.
  • Novartis was a new SpiderRock Advisors position in Q3 2024.
  • Novartis made up 0.02% of SpiderRock Advisors's portfolio in Q3 2024, its #417 holding.
  • 1,312 funds tracked by Wall St. Rank held Novartis as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.