Number of Shares
20,235.00
Current Holdings Value*
$2.26 Mil
% of Portfolio
2.47%
Total Estimate Gain
$815,702.50
% of Total Estimate Gain
21.35%

iMGP Global Select Fund's Novartis AG Holding Summary

As of 2025-03-31, iMGP Global Select Fund held 20,235.00 shares of Novartis AG(NVS), totaling $2.26 Mil. This investment constitutes 2.47% of their stock portfolio, and iMGP Global Select Fund now holds 0% of the outstanding Novartis AG(NVS) stock.

The initial trade took place in 2022Q3. And since then iMGP Global Select Fund has made 1 purchases of NVS, at an average price of $82.89, for a total of 46,100.00 shares. In addition, there have been 3 sales at an average price of $87.87 for 25,865.00 shares. Based on historical transaction data and NVS's current price of $116.83, iMGP Global Select Fund's estimated gain on his NVS holdings is $815,702.50, reflecting a 21.35% gain to date.

iMGP Global Select Fund NVS ($116.83) Holding Chart

iMGP Global Select Fund NVS ($116.83) 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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