World Equity Group’s Novartis NVS Stock Holding History

World Equity Group’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	–	Sell	-14,982	Closed	-$1.6M	–	298
2024 Q2	$1.6M	Buy	14,982 +8	+0.1%	+$803	0.48%	55
2024 Q1	$1.45M	Buy	14,974 +1,416	+10%	+$145K	0.3%	87
2023 Q4	$1.37M	Hold	13,558	–	–	0.27%	88
2023 Q3	$1.38M	Sell	13,558 -20	-0.1%	-$2.03K	0.29%	87
2023 Q2	$1.37M	Sell	13,578 -142,712	-91%	-$14.3M	0.4%	60
2023 Q1	$2.03M	Buy	156,290 +142,263	+1,014%	+$12.4M	0.3%	80
2022 Q4	$1.27M	Buy	14,027 +362	+3%	+$30.5K	0.3%	93
2022 Q3	$1.04M	Buy	13,665 +529	+4%	+$43.9K	0.26%	93
2022 Q2	$1.11M	Buy	13,136 +1,116	+9%	+$97.9K	0.28%	96
2022 Q1	$1.05M	Buy	+12,020	New	+$1.04M	0.23%	125

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

World Equity Group's NVS Position: Q3 2024 in Review

World Equity Group sold out of Novartis (NVS) in Q3 2024, closing a stake of 14,982 shares — an estimated $1.6M sold.

World Equity Group first reported a position in NVS in Q1 2022 and held it in 10 quarters. The position peaked at $2.03M in Q1 2023. 1,311 funds tracked by Wall St. Rank hold NVS as of Q3 2024.

World Equity Group reported no remaining Novartis position as of Q3 2024 after selling out during the quarter.
World Equity Group sold 14,982 Novartis shares in Q3 2024, an estimated $1.6M.
World Equity Group first reported a position in Novartis in Q1 2022 and held it in 10 quarters.
World Equity Group's Novartis position peaked at $2.03M in Q1 2023.
1,311 funds tracked by Wall St. Rank held Novartis as of Q3 2024.

Based on World Equity Group's 13F filing for Q3 2024, filed 30 Oct 2024.