Current Value of Holding

$311 Million

Shares

2.94 Million

% of Portfolio

0.52%

Average Buy Price

$82.1

Avg closing price
Price range

43 Jim Simons Novartis AG Trades

Jim Simons's position in Novartis AG is currently worth $311 Million. That's 0.52% of their equity portfolio (18th largest holding). The first Novartis AG trade was made in Q3 2013. Since then Jim Simons bought shares 25 more times and sold shares on seventeen occasions. The stake costed the investor $241 Million, netting the investor a gain of 29% so far.

Avg closing price
Price range
Increased shares by 3.6% (+103 Thousand shares) Q1 2024
Avg closing price $102.53
Price range $95.27 - $108.47
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

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