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      Current Value of Holding

      $30.7M

      Shares

      239k

      % of Portfolio

      0.27%

      Average Buy Price

      $91.1

      Avg closing price
      Price range

      19 Charles Brandes Novartis AG Trades

      Charles Brandes's position in Novartis AG is currently worth $30.7M. That's 0.27% of their equity portfolio (99th largest holding). The first Novartis AG trade was made in Q4 2020. Since then Charles Brandes bought shares ten more times and sold shares on eight occasions. The stake costed the investor $21.8M, netting the investor a gain of 41% so far.

      Avg closing price
      Price range
      Increased shares by 6.3% (+14.3k shares) Q2 2025
      Avg closing price $112.73
      Price range $101.96 - $121.01
      Increased shares by 7.3% (+15.2k shares) Q1 2025
      Avg closing price $106.19
      Price range $97.14 - $115.57
      Sold 1.9% shares (-3.99k shares) Q4 2024
      Avg closing price $106.36
      Price range $97.06 - $117.18
      Sold 4.7% shares (-10.5k shares) Q3 2024
      Avg closing price $113.48
      Price range $106.13 - $120.89
      Increased shares by 4.8% (+10.3k shares) Q2 2024
      Avg closing price $100.38
      Price range $92.57 - $107.37
      Increased shares by 23.1% (+40.1k shares) Q1 2024
      Avg closing price $102.53
      Price range $95.27 - $108.47
      Increased shares by 49.8% (+57.7k shares) Q4 2023
      Avg closing price $96.53
      Price range $92.27 - $101.54
      Sold 37.3% shares (-69.2k shares) Q3 2023
      Avg closing price $101.51
      Price range $94.73 - $105.13
      Sold 2.3% shares (-4.43k shares) Q2 2023
      Avg closing price $100.02
      Price range $92.52 - $104.91
      Increased shares by 919.0% (+171k shares) Q1 2023
      Avg closing price $87.33
      Price range $80.03 - $92.81
      Sold 90.6% shares (-180k shares) Q4 2022
      Avg closing price $84.23
      Price range $75.31 - $92.53
      Sold 7.7% shares (-16.5k shares) Q3 2022
      Avg closing price $82.89
      Price range $74.61 - $87.43
      Sold 12.9% shares (-32k shares) Q2 2022
      Avg closing price $87.73
      Price range $80.52 - $93.75
      Increased shares by 9.9% (+22.4k shares) Q1 2022
      Avg closing price $86.58
      Price range $80.11 - $90.62
      Sold 7.3% shares (-17.6k shares) Q4 2021
      Avg closing price $83.03
      Price range $79.70 - $88.13
      Increased shares by 2.7% (+6.43k shares) Q3 2021
      Avg closing price $89.96
      Price range $81.78 - $95.14
      Increased shares by 7.8% (+17.1k shares) Q2 2021
      Avg closing price $89.05
      Price range $85.24 - $94.15
      Increased shares by 56.7% (+79.2k shares) Q1 2021
      Avg closing price $89.74
      Price range $83.50 - $98.47
      New holding (+140k shares) Q4 2020
      Avg closing price $87.38
      Price range $78.07 - $94.43

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