SPX Gestao de Recursos’s Novartis NVS Stock Holding History

SPX Gestao de Recursos’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 Q4	–	Sell	-25,000	Closed	-$1.9M	–	99
2022 Q3	$1.9M	Buy	+25,000	New	+$2.07M	0.18%	58

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

SPX Gestao de Recursos's NVS Position: Q4 2022 in Review

SPX Gestao de Recursos sold out of Novartis (NVS) in Q4 2022, closing a stake of 25,000 shares — an estimated $1.9M sold.

SPX Gestao de Recursos first reported a position in NVS in Q3 2022 and held it in 1 quarter. The position peaked at $1.9M in Q3 2022. 1,182 funds tracked by Wall St. Rank hold NVS as of Q4 2022.

SPX Gestao de Recursos reported no remaining Novartis position as of Q4 2022 after selling out during the quarter.
SPX Gestao de Recursos sold 25,000 Novartis shares in Q4 2022, an estimated $1.9M.
SPX Gestao de Recursos first reported a position in Novartis in Q3 2022 and held it in 1 quarter.
SPX Gestao de Recursos's Novartis position peaked at $1.9M in Q3 2022.
1,182 funds tracked by Wall St. Rank held Novartis as of Q4 2022.

Based on SPX Gestao de Recursos's 13F filing for Q4 2022, filed 8 Feb 2023.