Tri Ri Asset Management’s Novartis NVS Stock Holding History

Tri Ri Asset Management’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	$5.15M	Buy	+33,202	New	+$3.77M	2.61%	16

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

Tri Ri Asset Management's NVS Position: Q3 2024 in Review

Tri Ri Asset Management opened a new position in Novartis (NVS) in Q3 2024: 33,202 shares worth $5.15M. The stake represents 2.61% of the portfolio and ranks #16 among its holdings.

1,311 funds tracked by Wall St. Rank hold NVS as of Q3 2024.

Tri Ri Asset Management held 33,202 shares of Novartis worth $5.15M as of Q3 2024.
Novartis was a new Tri Ri Asset Management position in Q3 2024.
Novartis made up 2.61% of Tri Ri Asset Management's portfolio in Q3 2024, its #16 holding.
1,311 funds tracked by Wall St. Rank held Novartis as of Q3 2024.

Based on Tri Ri Asset Management's 13F filing for Q3 2024, filed 21 Nov 2024.