Number of Shares
1.22 Mil
Current Holdings Value*
CHF139.16 Mil
% of Portfolio
1.05%
Total Estimate Gain
CHF20.49 Mil
% of Total Estimate Gain
14.97%

THE DFA INTERNATIONAL VALUE SERIES's Novartis AG Holding Summary

As of 2025-04-30, DFA INVESTMENT TRUST CO held 1.22 Mil shares of Novartis AG(XSWX:NOVN), totaling CHF139.16 Mil. This investment constitutes 1.05% of their stock portfolio, and DFA INVESTMENT TRUST CO now holds 0.06% of the outstanding Novartis AG(XSWX:NOVN) stock.

The initial trade took place in 2021Q4. In addition, there have been 3 sales at an average price of CHF92.19 for 485,962.00 shares. Based on historical transaction data and XSWX:NOVN's current price of CHF92.29, THE DFA INTERNATIONAL VALUE SERIES's estimated gain on his XSWX:NOVN holdings is CHF20.49 Mil, reflecting a 14.97% gain to date.

THE DFA INTERNATIONAL VALUE SERIES XSWX:NOVN (CHF92.29) Holding Chart

THE DFA INTERNATIONAL VALUE SERIES XSWX:NOVN (CHF92.29) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price CHF-/Share
Shares Sold 0 Average Price CHF-/Share
Current Price CHF0.00 Total Estimated Gain 0 %

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