Zions Bancorporation’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $53.4K | Sell |
549
-160
| -23% | -$17.1K | ﹤0.01% | 417 |
|
|
2024
Q3 | $81.5K | Sell |
709
-183
| -21% | -$20.8K | 0.01% | 392 |
|
|
2024
Q2 | $95K | Sell |
892
-99
| -10% | -$9.94K | 0.01% | 386 |
|
|
2024
Q1 | $95.9K | Sell |
991
-66
| -6% | -$6.77K | 0.01% | 361 |
|
|
2023
Q4 | $107K | Buy |
1,057
+10
| +1% | +$965 | 0.01% | 355 |
|
|
2023
Q3 | $107K | Sell |
1,047
-88
| -8% | -$8.93K | 0.01% | 340 |
|
|
2023
Q2 | $115K | Sell |
1,135
-77
| -6% | -$7.7K | 0.01% | 341 |
|
|
2023
Q1 | $112K | Sell |
1,212
-95
| -7% | -$8.3K | 0.01% | 345 |
|
|
2022
Q4 | $119K | Buy |
1,307
+18
| +1% | +$1.52K | 0.01% | 345 |
|
|
2022
Q3 | $98K | Sell |
1,289
-100
| -7% | -$8.29K | 0.01% | 356 |
|
|
2022
Q2 | $118K | Sell |
1,389
-2,139
| -61% | -$188K | 0.01% | 365 |
|
|
2022
Q1 | $309K | Buy |
3,528
+655
| +23% | +$56.7K | 0.03% | 283 |
|
|
2021
Q4 | $251K | Buy |
2,873
+858
| +43% | +$71.2K | 0.02% | 288 |
|
|
2021
Q3 | $165K | Buy |
2,015
+218
| +12% | +$19.6K | 0.02% | 312 |
|
|
2021
Q2 | $164K | Buy |
1,797
+473
| +36% | +$42.1K | 0.02% | 311 |
|
|
2021
Q1 | $113K | Sell |
1,324
-183
| -12% | -$16.4K | 0.01% | 324 |
|
|
2020
Q4 | $142K | Sell |
1,507
-446
| -23% | -$39K | 0.02% | 289 |
|
|
2020
Q3 | $170K | Buy |
1,953
+299
| +18% | +$25.9K | 0.02% | 245 |
|
|
2020
Q2 | $144K | Sell |
1,654
-49
| -3% | -$4.23K | 0.02% | 246 |
|
|
2020
Q1 | $140K | Sell |
1,703
-986
| -37% | -$88K | 0.02% | 222 |
|
|
2019
Q4 | $255K | Sell |
2,689
-1,293
| -32% | -$116K | 0.04% | 167 |
|
|
2019
Q3 | $346K | Sell |
3,982
-15
| -0.4% | -$1.35K | 0.05% | 148 |
|
|
2019
Q2 | $365K | Sell |
3,997
-739
| -16% | -$62.5K | 0.05% | 131 |
|
|
2019
Q1 | $408K | Sell |
4,736
-116
| -2% | -$9.31K | 0.07% | 120 |
|
|
2018
Q4 | $373K | Sell |
4,852
-1,077
| -18% | -$83.8K | 0.27% | 48 |
|
|
2018
Q3 | $458K | Sell |
5,929
-1,031
| -15% | -$76.2K | 0.11% | 94 |
|
|
2018
Q2 | $471K | Sell |
6,960
-7,142
| -51% | -$493K | 0.32% | 52 |
|
|
2018
Q1 | $1.02M | Buy |
+14,102
| New | +$1.07M | 0.22% | 43 |
|
|
2017
Q4 | – | Sell |
-13,730
| Closed | -$1.06M | – | 863 |
|
|
2017
Q3 | $1.06M | Buy |
13,730
+2,177
| +19% | +$164K | 0.15% | 90 |
|
|
2017
Q2 | $864K | Buy |
11,553
+10,621
| +1,140% | +$753K | 0.15% | 81 |
|
|
2017
Q1 | $61K | Sell |
932
-916
| -50% | -$61K | 0.01% | 185 |
|
|
2016
Q4 | $120K | Buy |
1,848
+320
| +21% | +$20.8K | 0.02% | 152 |
|
|
2016
Q3 | $105K | Buy |
1,528
+151
| +11% | +$11K | 0.02% | 157 |
|
|
2016
Q2 | $102K | Sell |
1,377
-510
| -27% | -$35.2K | 0.02% | 150 |
|
|
2016
Q1 | $128K | Sell |
1,887
-117
| -6% | -$7.96K | 0.02% | 152 |
|
|
2015
Q4 | $138K | Buy |
2,004
+72
| +4% | +$5.72K | 0.02% | 136 |
|
|
2015
Q3 | $156K | Buy |
1,932
+1,597
| +477% | +$142K | 0.03% | 112 |
|
|
2015
Q2 | $30K | Sell |
335
-1,965
| -85% | -$180K | ﹤0.01% | 191 |
|
|
2015
Q1 | $203K | Buy |
+2,300
| New | +$204K | 0.03% | 125 |
|
Other funds holding NVS
Zions Bancorporation's NVS Position: Q4 2024 in Review
Zions Bancorporation reduced its Novartis (NVS) stake by 23% in Q4 2024, selling an estimated $17.1K and leaving 549 shares worth $53.4K. The position accounts for ﹤0.01% of the portfolio, ranked #417.
Zions Bancorporation first reported a position in NVS in Q1 2015 and has held it in 39 quarters since. The position peaked at $1.06M in Q3 2017. 1,341 funds tracked by Wall St. Rank hold NVS as of Q4 2024.
- Zions Bancorporation held 549 shares of Novartis worth $53.4K as of Q4 2024.
- Zions Bancorporation sold 160 Novartis shares in Q4 2024, an estimated $17.1K.
- Novartis made up ﹤0.01% of Zions Bancorporation's portfolio in Q4 2024, its #417 holding.
- Zions Bancorporation first reported a position in Novartis in Q1 2015 and has held it in 39 quarters since.
- Zions Bancorporation's Novartis position peaked at $1.06M in Q3 2017.
- 1,341 funds tracked by Wall St. Rank held Novartis as of Q4 2024.
Based on Zions Bancorporation's 13F filing for Q4 2024, filed 11 Feb 2025.