Sterling Investment Advisors (Pennsylvania)’s Novartis NVS Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 Q3	–	Sell	-273	Closed	-$23K	–	365
2022 Q2	$23K	Hold	273	–	–	0.01%	315
2022 Q1	$24K	Buy	273 +110	+67%	+$9.52K	0.01%	341
2021 Q4	$14K	Hold	163	–	–	﹤0.01%	407
2021 Q3	$13K	Hold	163	–	–	﹤0.01%	414
2021 Q2	$15K	Sell	163 -60	-27%	-$5.34K	﹤0.01%	393
2021 Q1	$19K	Buy	223 +160	+254%	+$14.4K	0.01%	346
2020 Q4	$6K	Hold	63	–	–	﹤0.01%	401
2020 Q3	$5K	Hold	63	–	–	﹤0.01%	385
2020 Q2	$5K	Hold	63	–	–	﹤0.01%	384
2020 Q1	$5K	Buy	+63	New	+$5.62K	﹤0.01%	347

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

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

Sterling Investment Advisors (Pennsylvania)'s NVS Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Novartis (NVS) in Q3 2022, closing a stake of 273 shares — an estimated $23K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in NVS in Q1 2020 and held it in 10 quarters. The position peaked at $24K in Q1 2022. 1,089 funds tracked by Wall St. Rank hold NVS as of Q3 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining Novartis position as of Q3 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 273 Novartis shares in Q3 2022, an estimated $23K.
Sterling Investment Advisors (Pennsylvania) first reported a position in Novartis in Q1 2020 and held it in 10 quarters.
Sterling Investment Advisors (Pennsylvania)'s Novartis position peaked at $24K in Q1 2022.
1,089 funds tracked by Wall St. Rank held Novartis as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.