Twin Focus Capital Partners’s Novartis NVS Stock Holding History

Twin Focus Capital 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	-2,110	Closed	-$213K	–	208
2023 Q2	$213K	Sell	2,110 -541	-20%	-$54.1K	0.04%	209
2023 Q1	$244K	Sell	2,651 -163	-6%	-$14.2K	0.05%	192
2022 Q4	$255K	Buy	2,814 +70	+3%	+$5.9K	0.05%	176
2022 Q3	$209K	Sell	2,744 -70	-2%	-$5.8K	0.05%	187
2022 Q2	$238K	Buy	2,814 +19	+0.7%	+$1.67K	0.05%	174
2022 Q1	$245K	Buy	2,795 +129	+5%	+$11.2K	0.05%	191
2021 Q4	$233K	Hold	2,666	–	–	0.05%	204
2021 Q3	$218K	Hold	2,666	–	–	0.05%	167
2021 Q2	$243K	Buy	2,666 +250	+10%	+$22.3K	0.06%	162
2021 Q1	$207K	Sell	2,416 -1,706	-41%	-$153K	0.06%	148
2020 Q4	$389K	Buy	+4,122	New	+$360K	0.12%	101
2020 Q3	–	Sell	-3,172	Closed	-$277K	–	153
2020 Q2	$277K	Hold	3,172	–	–	0.11%	108
2020 Q1	$262K	Buy	+3,172	New	+$283K	0.12%	109
2015 Q3	–	Sell	-2,417	Closed	-$213K	–	91
2015 Q2	$213K	Buy	2,417 +16	+0.7%	+$1.47K	0.24%	76
2015 Q1	$212K	Buy	+2,401	New	+$213K	0.17%	80
2014 Q4	–	Sell	-2,401	Closed	-$202K	–	124
2014 Q3	$202K	Buy	+2,401	New	+$194K	0.2%	88

Other funds holding NVS

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Twin Focus Capital Partners's NVS Position: Q3 2023 in Review

Twin Focus Capital Partners sold out of Novartis (NVS) in Q3 2023, closing a stake of 2,110 shares — an estimated $213K sold.

Twin Focus Capital Partners first reported a position in NVS in Q3 2014 and held it in 16 quarters. The position peaked at $389K in Q4 2020. 1,222 funds tracked by Wall St. Rank hold NVS as of Q3 2023.

Twin Focus Capital Partners reported no remaining Novartis position as of Q3 2023 after selling out during the quarter.
Twin Focus Capital Partners sold 2,110 Novartis shares in Q3 2023, an estimated $213K.
Twin Focus Capital Partners first reported a position in Novartis in Q3 2014 and held it in 16 quarters.
Twin Focus Capital Partners's Novartis position peaked at $389K in Q4 2020.
1,222 funds tracked by Wall St. Rank held Novartis as of Q3 2023.

Based on Twin Focus Capital Partners's 13F filing for Q3 2023, filed 13 Nov 2023.