EVERGREEN CAPITAL MANAGEMENT LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,160 filers reported holding NOVARTIS A G in Q1 2023. The put-call ratio across all filers is 0.47 and the average weighting 0.2%.

Quarter-by-quarter ownership
EVERGREEN CAPITAL MANAGEMENT LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$1,371,444
+2.6%
13,464
+1.7%
0.06%
+7.1%
Q2 2023$1,336,352
+24.1%
13,243
+13.1%
0.06%
+16.7%
Q1 2023$1,077,136
-12.4%
11,708
-13.6%
0.05%
-17.2%
Q4 2022$1,229,166
+19.3%
13,549
-0.0%
0.06%
+7.4%
Q3 2022$1,030,000
+17.4%
13,550
+30.5%
0.05%
+17.4%
Q2 2022$877,000
+10.5%
10,381
+14.7%
0.05%
+43.8%
Q1 2022$794,000
+27.4%
9,053
+27.2%
0.03%
+28.0%
Q4 2021$623,000
+28.5%
7,117
+20.0%
0.02%
+13.6%
Q3 2021$485,000
-7.1%
5,933
+3.7%
0.02%
-12.0%
Q2 2021$522,000
+40.3%
5,722
+31.6%
0.02%
+31.6%
Q1 2021$372,000
-24.1%
4,349
-16.2%
0.02%
-34.5%
Q4 2020$490,000
+26.3%
5,190
+16.4%
0.03%
+7.4%
Q3 2020$388,000
+1.3%
4,460
+1.7%
0.03%
-6.9%
Q2 2020$383,000
-32.0%
4,384
-35.8%
0.03%
-45.3%
Q1 2020$563,000
-50.0%
6,833
-42.6%
0.05%
-43.6%
Q4 2019$1,126,000
+11.9%
11,895
+2.8%
0.09%0.0%
Q3 2019$1,006,000
+0.4%
11,573
+5.4%
0.09%
-2.1%
Q2 2019$1,002,000
+4.4%
10,977
+9.9%
0.10%0.0%
Q1 2019$960,000
+15.2%
9,989
+2.9%
0.10%
+10.3%
Q4 2018$833,000
+2.6%
9,709
+3.0%
0.09%
+20.8%
Q3 2018$812,000
+19.4%
9,429
+4.8%
0.07%
+12.5%
Q2 2018$680,000
-6.7%
9,001
-0.1%
0.06%
-8.6%
Q1 2018$729,0009,0110.07%
Other shareholders
NOVARTIS A G shareholders Q1 2023
NameSharesValueWeighting ↓
MANAGED ASSET PORTFOLIOS, LLC 332,962$27,452,0007.32%
Mawer Investment Management Ltd. 7,721,327$636,623,0005.86%
Martin Investment Management, LLC 133,246$10,986,0005.56%
SCHARF INVESTMENTS, LLC 1,330,175$109,673,0005.48%
Hansberger Growth Investors, LP 46,663$3,847,0005.19%
Bain Capital Public Equity Management II, LLC 440,233$36,297,0004.25%
First Fiduciary Investment Counsel, Inc. 187,633$15,470,0004.10%
GARLAND CAPITAL MANAGEMENT INC 53,555$4,416,0004.02%
Lowell Blake & Associates Inc. 37,219$3,069,0003.94%
PRENTISS SMITH & CO INC 68,027$5,609,0003.89%
View complete list of NOVARTIS A G shareholders