Current Value of Holding

$276 Million

Shares

2.84 Million

% of Portfolio

0.42%

Average Buy Price

$82

Avg closing price
Price range

42 Jim Simons Novartis AG - ADR Trades

Jim Simons's position in Novartis AG - ADR is currently worth $276 Million. That's 0.42% of their equity portfolio (37th largest holding). The first Novartis AG - ADR trade was made in Q3 2013. Since then Jim Simons bought shares 24 more times and sold shares on seventeen occasions. The stake costed the investor $233 Million, netting the investor a gain of 19% so far.

Avg closing price
Price range
Increased shares by 7.6% (+201 Thousand shares) Q4 2023
Avg closing price $96.53
Price range $92.27 - $101.54
Increased shares by 12.0% (+282 Thousand shares) Q3 2023
Avg closing price $101.51
Price range $94.73 - $105.13
Sold 22.7% shares (-693 Thousand shares) Q2 2023
Avg closing price $100.02
Price range $92.52 - $104.91
Sold 10.9% shares (-374 Thousand shares) Q1 2023
Avg closing price $87.33
Price range $80.03 - $92.81
Increased shares by 7.5% (+239 Thousand shares) Q4 2022
Avg closing price $84.23
Price range $75.31 - $92.53
Sold 15.9% shares (-602 Thousand shares) Q3 2022
Avg closing price $82.89
Price range $74.61 - $87.43
Increased shares by 11.9% (+402 Thousand shares) Q2 2022
Avg closing price $87.73
Price range $80.52 - $93.75
Sold 9.3% shares (-346 Thousand shares) Q1 2022
Avg closing price $86.58
Price range $80.11 - $90.62
Increased shares by 12.7% (+420 Thousand shares) Q4 2021
Avg closing price $83.03
Price range $79.70 - $88.13
Increased shares by 37.2% (+897 Thousand shares) Q3 2021
Avg closing price $89.96
Price range $81.78 - $95.14
Increased shares by 1.7% (+39.6 Thousand shares) Q2 2021
Avg closing price $89.05
Price range $85.24 - $94.15
Sold 50.2% shares (-2.39 Million shares) Q1 2021
Avg closing price $89.74
Price range $83.50 - $98.47
Sold 28.8% shares (-1.92 Million shares) Q4 2020
Avg closing price $87.38
Price range $78.07 - $94.43
Sold 19.4% shares (-1.61 Million shares) Q3 2020
Avg closing price $86.63
Price range $82.14 - $91.00
Sold 2.3% shares (-197 Thousand shares) Q2 2020
Avg closing price $86.32
Price range $80.93 - $91.10
Increased shares by 28.6% (+1.89 Million shares) Q1 2020
Avg closing price $89.22
Price range $70.67 - $99.01
Increased shares by 26.8% (+1.4 Million shares) Q4 2019
Avg closing price $89.73
Price range $84.35 - $95.37
Increased shares by 27.9% (+1.14 Million shares) Q3 2019
Avg closing price $89.79
Price range $85.54 - $94.26
Increased shares by 26.6% (+855 Thousand shares) Q2 2019
Avg closing price $84.47
Price range $75.40 - $92.80
Sold 8.1% shares (-282 Thousand shares) Q1 2019
Avg closing price $78.65
Price range $73.80 - $84.40

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