Zullo Investment Group’s Novartis NVS Stock Holding History

Zullo Investment 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
2023 Q1	–	Sell	-925	Closed	-$83.9K	–	512
2022 Q4	$83.9K	Hold	925	–	–	0.05%	217
2022 Q3	$70K	Hold	925	–	–	0.05%	227
2022 Q2	$78K	Sell	925 -19	-2%	-$1.67K	0.05%	231
2022 Q1	$83K	Hold	944	–	–	0.04%	243
2021 Q4	$83K	Buy	+944	New	+$78.4K	0.04%	243

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

Zullo Investment Group's NVS Position: Q1 2023 in Review

Zullo Investment Group sold out of Novartis (NVS) in Q1 2023, closing a stake of 925 shares — an estimated $83.9K sold.

Zullo Investment Group first reported a position in NVS in Q4 2021 and held it in 5 quarters. The position peaked at $83.9K in Q4 2022. 1,180 funds tracked by Wall St. Rank hold NVS as of Q1 2023.

Zullo Investment Group reported no remaining Novartis position as of Q1 2023 after selling out during the quarter.
Zullo Investment Group sold 925 Novartis shares in Q1 2023, an estimated $83.9K.
Zullo Investment Group first reported a position in Novartis in Q4 2021 and held it in 5 quarters.
Zullo Investment Group's Novartis position peaked at $83.9K in Q4 2022.
1,180 funds tracked by Wall St. Rank held Novartis as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.