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 $182B AUM 14.68% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return