Whitegate Investment Counselors, Inc. - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,025 filers reported holding NOVARTIS A G in Q3 2018. The put-call ratio across all filers is 0.71 and the average weighting 0.4%.

Quarter-by-quarter ownership
Whitegate Investment Counselors, Inc. ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2021$2,063,000
-13.3%
25,222
-3.3%
0.29%
-13.1%
Q2 2021$2,379,000
+5.2%
26,072
-1.4%
0.34%
-2.3%
Q1 2021$2,261,000
-10.6%
26,447
-1.3%
0.34%
-15.9%
Q4 2020$2,530,000
+0.5%
26,797
-7.4%
0.41%
-10.7%
Q3 2020$2,517,000
-0.4%
28,9470.0%0.46%
-9.1%
Q2 2020$2,528,000
+5.4%
28,947
-0.5%
0.50%
-13.2%
Q1 2020$2,399,000
-19.2%
29,097
-7.2%
0.58%
+8.0%
Q4 2019$2,968,000
+8.5%
31,347
-0.4%
0.54%
+0.4%
Q3 2019$2,735,000
-6.4%
31,472
-1.7%
0.54%
-8.7%
Q2 2019$2,923,000
-21.6%
32,015
-17.4%
0.59%
-23.8%
Q1 2019$3,728,000
+3.0%
38,776
-8.1%
0.77%
-7.8%
Q4 2018$3,621,000
-1.5%
42,196
-1.1%
0.84%
+11.6%
Q3 2018$3,677,000
+14.1%
42,671
+0.0%
0.75%
+13.8%
Q2 2018$3,223,000
-6.2%
42,666
+0.4%
0.66%
-10.1%
Q1 2018$3,437,000
-3.2%
42,516
+0.5%
0.73%
-1.1%
Q4 2017$3,551,000
-4.5%
42,296
-2.3%
0.74%
-9.6%
Q3 2017$3,717,000
+3.0%
43,291
+0.1%
0.82%
+0.5%
Q2 2017$3,609,000
+12.6%
43,241
+0.2%
0.82%
+6.0%
Q1 2017$3,204,000
+0.1%
43,141
-1.9%
0.77%
-10.2%
Q4 2016$3,202,000
-7.9%
43,966
-0.1%
0.86%
-9.3%
Q3 2016$3,477,000
-7.0%
44,032
-2.9%
0.94%
-9.0%
Q2 2016$3,740,000
+18.6%
45,332
+4.1%
1.04%
+20.3%
Q1 2014$3,153,00043,5320.86%
Other shareholders
NOVARTIS A G shareholders Q3 2018
NameSharesValueWeighting ↓
PRENTISS SMITH & CO INC 127,510$11,721,0006.50%
MANAGED ASSET PORTFOLIOS, LLC 127,716$11,740,0006.04%
EXENCIAL WEALTH ADVISORS, LLC 116,917$10,747,0005.25%
MCDANIEL TERRY & CO 181,095$16,646,0004.64%
Fayerweather Charles 18,180$1,671,0004.54%
Osher Van de Voorde Investment Management 78,138$7,182,0004.38%
BROWN BROTHERS HARRIMAN & CO 9,291,495$854,074,0004.35%
Boulegeris Investments, Inc. 61,322$5,637,0004.31%
DODGE & COX 45,723,035$4,202,861,0004.23%
WHV Investments, Inc. 1,603,476$152,945,0004.23%
View complete list of NOVARTIS A G shareholders