ZEVIN ASSET MANAGEMENT LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,113 filers reported holding NOVARTIS A G in Q2 2021. The put-call ratio across all filers is 0.34 and the average weighting 0.2%.

Quarter-by-quarter ownership
ZEVIN ASSET MANAGEMENT LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$8,728
+3.8%
85,684
+2.8%
1.76%
+4.0%
Q2 2023$8,410
+10.7%
83,343
+1.0%
1.69%
+8.9%
Q1 2023$7,594
-6.9%
82,538
-8.2%
1.55%
-12.5%
Q4 2022$8,155
-99.9%
89,888
+1.1%
1.77%
+10.9%
Q3 2022$6,761,000
+4.8%
88,951
+16.5%
1.60%
+9.8%
Q2 2022$6,452,000
-3.4%
76,331
+0.3%
1.46%
+13.8%
Q1 2022$6,678,000
+23.9%
76,103
+23.5%
1.28%
+31.6%
Q4 2021$5,389,000
-10.4%
61,614
-16.2%
0.97%
-15.3%
Q3 2021$6,013,000
-0.0%
73,525
+11.6%
1.15%
-4.2%
Q2 2021$6,014,000
+12.2%
65,911
+5.2%
1.20%
+0.9%
Q1 2021$5,358,000
-0.6%
62,679
+9.8%
1.18%
-6.3%
Q4 2020$5,392,000
+13.4%
57,103
+4.4%
1.26%
-2.5%
Q3 2020$4,756,000
-0.6%
54,687
-0.2%
1.30%
-10.8%
Q2 2020$4,787,000
+4.4%
54,804
-1.5%
1.45%
-14.8%
Q1 2020$4,586,000
-1.2%
55,621
+13.5%
1.71%
+19.8%
Q4 2019$4,642,000
+20.2%
49,020
+10.3%
1.42%
+14.5%
Q3 2019$3,862,000
+2.6%
44,447
+7.8%
1.24%
+2.7%
Q2 2019$3,765,000
-18.1%
41,236
-13.8%
1.21%
-19.4%
Q1 2019$4,598,000
+13.8%
47,821
+1.6%
1.50%
+2.5%
Q4 2018$4,039,000
-22.9%
47,065
-22.6%
1.46%
-4.2%
Q3 2018$5,241,000
+11.8%
60,823
-2.0%
1.53%
+9.3%
Q2 2018$4,689,000
-21.2%
62,068
-15.7%
1.40%
-9.3%
Q1 2018$5,951,000
-11.3%
73,608
-7.9%
1.54%
+1.4%
Q4 2017$6,708,000
-7.5%
79,892
-5.4%
1.52%
-10.6%
Q3 2017$7,252,000
+6.1%
84,474
+3.2%
1.70%
-1.2%
Q2 2017$6,832,000
+14.6%
81,846
+2.0%
1.72%
+14.3%
Q1 2017$5,960,000
+1.6%
80,244
-0.4%
1.51%
-1.5%
Q4 2016$5,867,000
-25.4%
80,540
-19.2%
1.53%
-39.7%
Q3 2016$7,867,000
-12.6%
99,635
-8.6%
2.54%
+1.6%
Q2 2016$8,996,000
+19.6%
109,030
+5.0%
2.50%
+17.2%
Q1 2016$7,524,000
+3.9%
103,870
+23.4%
2.13%
+11.7%
Q4 2015$7,245,000
+2.7%
84,205
+9.7%
1.91%
-7.4%
Q3 2015$7,053,000
-7.0%
76,735
-0.5%
2.06%
+1.8%
Q2 2015$7,584,000
+1513.6%
77,125
+1518.6%
2.02%
+1456.2%
Q1 2015$470,000
-23.8%
4,765
-28.4%
0.13%
-24.9%
Q4 2014$617,000
+0.8%
6,656
+2.3%
0.17%
-3.4%
Q3 2014$612,000
+3.9%
6,5050.0%0.18%
+3.5%
Q2 2014$589,0006,5050.17%
Other shareholders
NOVARTIS A G shareholders Q2 2021
NameSharesValueWeighting ↓
Martin Investment Management, LLC 229,184$23,344,6827.00%
Foresight Global Investors, Inc. 97,500$9,397,7375.23%
SCHARF INVESTMENTS, LLC 1,425,745$145,226,3224.34%
MANAGED ASSET PORTFOLIOS, LLC 274,204$27,930,3694.28%
GARLAND CAPITAL MANAGEMENT INC 54,710$5,572,7613.93%
PRENTISS SMITH & CO INC 52,032$5,299,9803.91%
WILKINS INVESTMENT COUNSEL INC 130,950$13,3393.61%
First Fiduciary Investment Counsel, Inc. 145,731$14,8443.48%
Cullen Capital Management, LLC 2,714,809$276,530,4643.23%
JOHN G ULLMAN & ASSOCIATES INC 182,690$18,608,8033.04%
View complete list of NOVARTIS A G shareholders