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Bartlett & Co. LLC

SEC CIK
0001550075
Latest filing
Jan 8, 2024

NVS holding history

Novartis AG in every 13F filed by Bartlett & Co. LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NVS overviewAll 13F holders of NVSFull Q4 2023 holdings

Shares (Q4 2023)
151,046
Value
$15.1M
% of portfolio
0.2%
Quarters held
12
Since Q1 2021
Holdings of NVS by Bartlett & Co. LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 2023151,046$15.1M0.2%−2,000−1.3%ReducedHolders
Q3 2023153,046$15.6M0.3%−2,722−1.7%ReducedHolders
Q2 2023155,768$15.7M0.3%−11,825−7.1%ReducedHolders
Q1 2023167,593$15.4M0.3%−10,278−5.8%ReducedHolders
Q4 2022177,871$16.1M0.3%−3,394−1.9%ReducedHolders
Q3 2022181,265$13.8M0.3%−2,848−1.5%ReducedHolders
Q2 2022184,113$15.6M0.3%−31,329−14.5%ReducedHolders
Q1 2022215,442$18.9M0.3%−543−0.3%ReducedHolders
Q4 2021215,985$18.9M0.3%−4,938−2.2%ReducedHolders
Q3 2021220,923$18.1M0.3%−1,110−0.5%ReducedHolders
Q2 2021222,033$20.3M0.4%−7,837−3.4%ReducedHolders
Q1 2021229,870$19.6M0.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.