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Tilia Fiduciary Partners’s Novartis NVS Stock Holding History

Tilia Fiduciary Partners’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
Q3 		– Sell
-869
Closed -$87.7K – 346
2023
Q2 		$87.7K Hold
869
– – 0.08% 145
2023
Q1 		$79.9K Hold
869
– – 0.08% 162
2022
Q4 		$78.8K Sell
869
-200
-19% -$16.8K 0.08% 159
2022
Q3 		$81K Sell
1,069
-25
-2% -$2.07K 0.08% 151
2022
Q2 		$92K Buy
1,094
+225
+26% +$19.7K 0.09% 146
2022
Q1 		$76K Hold
869
– – 0.06% 179
2021
Q4 		$76K Buy
+869
New +$72.2K 0.06% 183

Other funds holding NVS

Dodge & Cox
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Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Tilia Fiduciary Partners's NVS Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Novartis (NVS) in Q3 2023, closing a stake of 869 shares — an estimated $87.7K sold.

Tilia Fiduciary Partners first reported a position in NVS in Q4 2021 and held it in 7 quarters. The position peaked at $92K in Q2 2022. 1,224 funds tracked by Wall St. Rank hold NVS as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining Novartis position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 869 Novartis shares in Q3 2023, an estimated $87.7K.
  • Tilia Fiduciary Partners first reported a position in Novartis in Q4 2021 and held it in 7 quarters.
  • Tilia Fiduciary Partners's Novartis position peaked at $92K in Q2 2022.
  • 1,224 funds tracked by Wall St. Rank held Novartis as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.