Stephen W. Kidder’s Novartis NVS Stock Holding History

Stephen W. Kidder’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
2024 Q3	–	Sell	-5,254	Closed	-$559K	–	75
2024 Q2	$559K	Sell	5,254 -7,155	-58%	-$718K	0.17%	52
2024 Q1	$1.2M	Sell	12,409 -7,847	-39%	-$805K	0.38%	40
2023 Q4	$2.05M	Sell	20,256 -7,609	-27%	-$734K	0.66%	31
2023 Q3	$2.84M	Sell	27,865 -220	-0.8%	-$22.3K	0.98%	28
2023 Q2	$2.83M	Buy	28,085 +90	+0.3%	+$9K	0.93%	30
2023 Q1	$2.58M	Sell	27,995 -1,100	-4%	-$96.1K	0.9%	31
2022 Q4	$2.64M	Sell	29,095 -10	-0%	-$842	0.97%	30
2022 Q3	$2.21M	Sell	29,105 -2,175	-7%	-$180K	0.9%	32
2022 Q2	$2.64M	Sell	31,280 -8,912	-22%	-$782K	1.02%	30
2022 Q1	$3.53M	Sell	40,192 -2,553	-6%	-$221K	1.14%	32
2021 Q4	$3.74M	Sell	42,745 -13,923	-25%	-$1.16M	1.14%	31
2021 Q3	$4.63M	Sell	56,668 -6,537	-10%	-$588K	1.45%	27
2021 Q2	$5.77M	Sell	63,205 -6,586	-9%	-$586K	1.78%	22
2021 Q1	$5.97M	Sell	69,791 -4,580	-6%	-$411K	1.93%	22
2020 Q4	$7.02M	Sell	74,371 -1,550	-2%	-$135K	2.34%	21
2020 Q3	$6.6M	Sell	75,921 -360	-0.5%	-$31.2K	2.34%	19
2020 Q2	$6.66M	Buy	76,281 +95	+0.1%	+$8.2K	2.54%	19
2020 Q1	$6.28M	Sell	76,186 -907	-1%	-$80.9K	2.85%	15
2019 Q4	$7.3M	Sell	77,093 -1,578	-2%	-$142K	2.69%	17
2019 Q3	$6.83M	Buy	78,671 +1,745	+2%	+$157K	2.69%	18
2019 Q2	$7.02M	Sell	76,926 -10,209	-12%	-$864K	2.81%	16
2019 Q1	$7.51M	Sell	87,135 -7,388	-8%	-$593K	3.05%	13
2018 Q4	$7.27M	Sell	94,523 -1,960	-2%	-$153K	3.2%	13
2018 Q3	$7.45M	Sell	96,483 -1,674	-2%	-$124K	2.72%	13
2018 Q2	$6.64M	Buy	98,157 +1,206	+1%	+$83.2K	2.55%	15
2018 Q1	$7.02M	Sell	96,951 -3,597	-4%	-$274K	2.68%	15
2017 Q4	$7.57M	Buy	100,548 +880	+0.9%	+$66.4K	2.71%	15
2017 Q3	$7.67M	Buy	99,668 +179	+0.2%	+$13.5K	2.83%	14
2017 Q2	$7.44M	Sell	99,489 -44	-0%	-$3.12K	2.82%	13
2017 Q1	$6.62M	Buy	99,533 +3,399	+4%	+$227K	2.55%	16
2016 Q4	$6.27M	Sell	96,134 -2,657	-3%	-$172K	2.54%	16
2016 Q3	$6.99M	Sell	98,791 -1,735	-2%	-$126K	2.78%	14
2016 Q2	$7.43M	Buy	100,526 +1,959	+2%	+$135K	2.96%	10
2016 Q1	$6.4M	Buy	98,567 +8,375	+9%	+$570K	2.6%	15
2015 Q4	$6.95M	Buy	90,192 +9,503	+12%	+$755K	2.97%	9
2015 Q3	$6.65M	Sell	80,689 -45	-0.1%	-$4K	3.33%	5
2015 Q2	$7.11M	Sell	80,734 -295	-0.4%	-$27.1K	3.21%	5
2015 Q1	$7.16M	Buy	81,029 +876	+1%	+$77.7K	3.1%	6
2014 Q4	$6.66M	Buy	80,153 +2,382	+3%	+$197K	2.89%	7
2014 Q3	$6.56M	Buy	77,771 +11,763	+18%	+$952K	2.98%	8
2014 Q2	$5.36M	Sell	66,008 -569	-0.9%	-$44.8K	3.56%	5
2014 Q1	$5.07M	Sell	66,577 -1,144	-2%	-$83.4K	3.41%	6
2013 Q4	$4.88M	Sell	67,721 -2,288	-3%	-$159K	3.35%	9
2013 Q3	$4.81M	Sell	70,009 -1,971	-3%	-$130K	3.71%	6
2013 Q2	$4.56M	Buy	+71,980	New	+$4.68M	3.67%	6

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

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

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

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

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

Stephen W. Kidder's NVS Position: Q3 2024 in Review

Stephen W. Kidder sold out of Novartis (NVS) in Q3 2024, closing a stake of 5,254 shares — an estimated $559K sold.

Stephen W. Kidder first reported a position in NVS in Q2 2013 and held it in 45 quarters. The position peaked at $7.67M in Q3 2017. 1,311 funds tracked by Wall St. Rank hold NVS as of Q3 2024.

Stephen W. Kidder reported no remaining Novartis position as of Q3 2024 after selling out during the quarter.
Stephen W. Kidder sold 5,254 Novartis shares in Q3 2024, an estimated $559K.
Stephen W. Kidder first reported a position in Novartis in Q2 2013 and held it in 45 quarters.
Stephen W. Kidder's Novartis position peaked at $7.67M in Q3 2017.
1,311 funds tracked by Wall St. Rank held Novartis as of Q3 2024.

Based on Stephen W. Kidder's 13F filing for Q3 2024, filed 12 Nov 2024.