YDMI
NVS icon

Y.D. More Investments’s Novartis NVS Stock Holding History

Y.D. More Investments’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
Q1 		– Sell
-30,070
Closed -$3.04M – 347
2023
Q4 		$3.04M Sell
30,070
-13,730
-31% -$1.33M 0.58% 42
2023
Q3 		$4.46M Sell
43,800
-6
-0% -$609 0.86% 31
2023
Q2 		$4.42M Hold
43,806
– – 1.02% 21
2023
Q1 		$4.03M Hold
43,806
– – 0.91% 22
2022
Q4 		$4.01M Buy
+43,806
New +$3.69M 0.97% 22

Other funds holding NVS

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Y.D. More Investments's NVS Position: Q1 2024 in Review

Y.D. More Investments sold out of Novartis (NVS) in Q1 2024, closing a stake of 30,070 shares — an estimated $3.04M sold.

Y.D. More Investments first reported a position in NVS in Q4 2022 and held it in 5 quarters. The position peaked at $4.46M in Q3 2023. 1,253 funds tracked by Wall St. Rank hold NVS as of Q1 2024.

  • Y.D. More Investments reported no remaining Novartis position as of Q1 2024 after selling out during the quarter.
  • Y.D. More Investments sold 30,070 Novartis shares in Q1 2024, an estimated $3.04M.
  • Y.D. More Investments first reported a position in Novartis in Q4 2022 and held it in 5 quarters.
  • Y.D. More Investments's Novartis position peaked at $4.46M in Q3 2023.
  • 1,253 funds tracked by Wall St. Rank held Novartis as of Q1 2024.

Based on Y.D. More Investments's 13F filing for Q1 2024, filed 13 May 2024.