Novartis shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in Novartis
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Quarterly reported holdings in Novartis by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $437k | 4.3k | 100.97 |
| 2023-09-30 | $371k | 3.6k | 101.86 |
| 2023-06-30 | $430k | 4.3k | 100.91 |
| 2023-03-31 | $326k | 3.5k | 92.00 |
| 2021-12-31 | $301k | 3.4k | 87.37 |
| 2018-09-30 | $366k | 4.2k | 86.16 |
| 2018-06-30 | $269k | 3.6k | 75.56 |
| 2018-03-31 | $1.5M | 23k | 64.42 |
| 2017-12-31 | $1.7M | 19k | 90.53 |