Sugarloaf Wealth Management, LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,126 filers reported holding NOVARTIS A G in Q1 2021. The put-call ratio across all filers is 0.47 and the average weighting 0.3%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$55,156
+0.9%
5410.0%0.01%
+7.7%
Q2 2023$54,642
+9.7%
5410.0%0.01%
+8.3%
Q1 2023$49,817
-19.9%
541
-21.1%
0.01%
-25.0%
Q4 2022$62,219
+17.4%
6860.0%0.02%
+14.3%
Q3 2022$53,000
-8.6%
6860.0%0.01%
-6.7%
Q2 2022$58,000
-3.3%
6860.0%0.02%
+7.1%
Q1 2022$60,0000.0%686
+0.1%
0.01%0.0%
Q4 2021$60,000
+7.1%
6850.0%0.01%
-6.7%
Q3 2021$56,000
-17.6%
685
-8.1%
0.02%
-21.1%
Q2 2021$68,000
+17.2%
745
+8.9%
0.02%
+11.8%
Q1 2021$58,000
-9.4%
684
+0.1%
0.02%
-19.0%
Q4 2020$64,000
+8.5%
6830.0%0.02%
-4.5%
Q3 2020$59,000
-1.7%
6830.0%0.02%
-4.3%
Q2 2020$60,000
+7.1%
6830.0%0.02%
-8.0%
Q1 2020$56,000
-26.3%
683
-15.2%
0.02%
-21.9%
Q4 2019$76,0008050.03%
Other shareholders
NOVARTIS A G shareholders Q1 2021
NameSharesValueWeighting ↓
MANAGED ASSET PORTFOLIOS, LLC 335,936$29,213,0005.81%
Martin Investment Management, LLC 170,759$14,849,0005.36%
Mawer Investment Management Ltd. 8,515,391$740,498,0004.84%
SCHARF INVESTMENTS, LLC 1,212,354$105,426,0004.54%
Hansberger Growth Investors, LP 45,645$3,969,0004.50%
GARLAND CAPITAL MANAGEMENT INC 50,905$4,427,0003.95%
First Fiduciary Investment Counsel, Inc. 193,021$16,785,0003.49%
PROFESSIONAL ADVISORY SERVICES INC 224,087$19,487,0003.48%
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 362,047$31,484,0003.29%
WILKINS INVESTMENT COUNSEL INC 126,470$10,998,0003.28%
View complete list of NOVARTIS A G shareholders