Stelac Advisory Services’s Novartis NVS Stock Holding History

Stelac Advisory Services’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	–	Sell	-1,660	Closed	-$169K	–	102
2023 Q3	$169K	Buy	+1,660	New	+$168K	0.09%	83
2019 Q2	–	Sell	-1,692	Closed	-$130K	–	112
2019 Q1	$130K	Hold	1,692	–	–	0.06%	90
2018 Q4	$130K	Buy	1,692 +224	+15%	+$17.4K	0.06%	83
2018 Q3	$113K	Buy	+1,468	New	+$109K	0.03%	128

Other funds holding NVS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Stelac Advisory Services's NVS Position: Q4 2023 in Review

Stelac Advisory Services sold out of Novartis (NVS) in Q4 2023, closing a stake of 1,660 shares — an estimated $169K sold.

Stelac Advisory Services first reported a position in NVS in Q3 2018 and held it in 4 quarters. The position peaked at $169K in Q3 2023. 1,272 funds tracked by Wall St. Rank hold NVS as of Q4 2023.

Stelac Advisory Services reported no remaining Novartis position as of Q4 2023 after selling out during the quarter.
Stelac Advisory Services sold 1,660 Novartis shares in Q4 2023, an estimated $169K.
Stelac Advisory Services first reported a position in Novartis in Q3 2018 and held it in 4 quarters.
Stelac Advisory Services's Novartis position peaked at $169K in Q3 2023.
1,272 funds tracked by Wall St. Rank held Novartis as of Q4 2023.

Based on Stelac Advisory Services's 13F filing for Q4 2023, filed 8 Feb 2024.