APG
NVO

Abacus Planning Group’s Novo Nordisk NVO Stock Holding History

Abacus Planning Group’s Portfolio NVO Stock Details NVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,593
Closed -$227K – 229
2024
Q2 		$227K Sell
1,593
-66
-4% -$8.75K 0.04% 187
2024
Q1 		$213K Sell
1,659
-667
-29% -$79.4K 0.04% 188
2023
Q4 		$241K Sell
2,326
-168
-7% -$16.6K 0.05% 168
2023
Q3 		$227K Buy
+2,494
New +$220K 0.06% 161
2023
Q2 		– Sell
-3,876
Closed -$308K – 203
2023
Q1 		$308K Buy
+3,876
New +$275K 0.08% 133

Other funds holding NVO

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Abacus Planning Group's NVO Position: Q3 2024 in Review

Abacus Planning Group sold out of Novo Nordisk (NVO) in Q3 2024, closing a stake of 1,593 shares — an estimated $227K sold.

Abacus Planning Group first reported a position in NVO in Q1 2023 and held it in 5 quarters. The position peaked at $308K in Q1 2023. 1,784 funds tracked by Wall St. Rank hold NVO as of Q3 2024.

  • Abacus Planning Group reported no remaining Novo Nordisk position as of Q3 2024 after selling out during the quarter.
  • Abacus Planning Group sold 1,593 Novo Nordisk shares in Q3 2024, an estimated $227K.
  • Abacus Planning Group first reported a position in Novo Nordisk in Q1 2023 and held it in 5 quarters.
  • Abacus Planning Group's Novo Nordisk position peaked at $308K in Q1 2023.
  • 1,784 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2024.

Based on Abacus Planning Group's 13F filing for Q3 2024, filed 2 Oct 2024.