World Ex U.S. Core Equity Portfolio NVS Holdings History
World ex U.S. Core Equity Portfolio's Novartis AG Holding Summary
As of 2025-04-30, DFA INVESTMENT DIMENSIONS GROUP INC held 159,651.00 shares of Novartis AG(NVS), totaling $18.12 Mil. This investment constitutes 0.43% of their stock portfolio, and DFA INVESTMENT DIMENSIONS GROUP INC now holds 0.01% of the outstanding Novartis AG(NVS) stock.
The initial trade took place in 2019Q4. And since then World ex U.S. Core Equity Portfolio has made 5 purchases of NVS, at an average price of $102.70, for a total of 177,962.00 shares. In addition, there have been 2 sales at an average price of $98.78 for 18,311.00 shares. Based on historical transaction data and NVS's current price of $120.01, World ex U.S. Core Equity Portfolio's estimated gain on his NVS holdings is $2.69 Mil, reflecting a 14.73% gain to date.
World ex U.S. Core Equity Portfolio NVS ($120.01) Holding Chart
World ex U.S. Core Equity Portfolio NVS ($120.01) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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