SEC 13F Intelligence

Gamble Jones Investment Counsel / NVSN

Gamble Jones Investment Counsel’s Novartis AG Position

Does Gamble Jones Investment Counsel own Novartis AG (NVSN)? Yes143.3K shares worth $13M (+0.98% of its 13F portfolio) as of Q4 2022, down from 145.4K shares the prior filed quarter.

Position Value
$13M
Q4 2022
Shares
143.3K
% of Portfolio
+0.98%
Quarters Held
17
currently held

Position History NVSN

Reported value by quarter
Q4 ’18: $12MQ4 ’18Q1 ’19: $14MQ2 ’19: $13MQ3 ’19: $13MQ3 ’19Q4 ’19: $14MQ1 ’20: $12MQ2 ’20: $13MQ2 ’20Q3 ’20: $12MQ4 ’20: $14MQ1 ’21: $13MQ1 ’21Q2 ’21: $13MQ3 ’21: $12MQ4 ’21: $13MQ4 ’21Q1 ’22: $13MQ2 ’22: $12MQ3 ’22: $11MQ3 ’22Q4 ’22: $13Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 2022143.3K$13M+0.98%
Q3 2022145.4K$11M+0.90%
Q2 2022144.7K$12M+0.90%
Q1 2022146.9K$13M+0.80%
Q4 2021147.9K$13M+0.77%
Q3 2021147.3K$12M+0.79%
Q2 2021146.3K$13M+0.87%
Q1 2021146.4K$13M+0.84%
Q4 2020143.6K$14M+0.92%
Q3 2020143.3K$12M+0.91%
Q2 2020144.8K$13M+1.01%
Q1 2020145.9K$12M+1.11%
Q4 2019147.2K$14M+1.09%
Q3 2019149.3K$13M+1.07%
Q2 2019147.5K$13M+1.15%
Q1 2019146.5K$14M+1.25%
Q4 2018141.8K$12M+1.22%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Gamble Jones Investment Counsel’s full portfolio or all institutional holders of NVSN.