Surevest’s Novartis NVS Stock Holding History

Surevest’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	$24K	Hold	310	–	–	0.01%	230
2022 Q2	$26K	Hold	310	–	–	0.01%	243
2022 Q1	$27K	Hold	310	–	–	0.01%	219
2021 Q4	$27K	Buy	+310	New	+$25.7K	0.01%	219

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

Surevest's NVS Position: Q3 2022 in Review

Surevest held its Novartis (NVS) position steady in Q3 2022 at 310 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #230.

Surevest first reported a position in NVS in Q4 2021 and has held it in 4 quarters since. The position peaked at $27K in Q1 2022. 1,088 funds tracked by Wall St. Rank hold NVS as of Q3 2022.

Surevest held 310 shares of Novartis worth $24K as of Q3 2022.
Surevest left its Novartis share count unchanged in Q3 2022.
Novartis made up 0.01% of Surevest's portfolio in Q3 2022, its #230 holding.
Surevest first reported a position in Novartis in Q4 2021 and has held it in 4 quarters since.
Surevest's Novartis position peaked at $27K in Q1 2022.
1,088 funds tracked by Wall St. Rank held Novartis as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.