ACM
NVO

Allred Capital Management’s Novo Nordisk NVO Stock Holding History

Allred Capital Management’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
-2,603
Closed -$371K – 171
2024
Q2 		$371K Buy
2,603
+74
+3% +$9.81K 0.14% 127
2024
Q1 		$325K Buy
+2,529
New +$301K 0.13% 135
2021
Q2 		– Sell
-138
Closed -$4.68K – 575
2021
Q1 		$4.68K Buy
+138
New +$4.92K ﹤0.01% 680
2020
Q1 		– Sell
-52
Closed -$1.5K – 514
2019
Q4 		$1.5K Buy
+52
New +$1.44K ﹤0.01% 807

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

Allred Capital Management's NVO Position: Q3 2024 in Review

Allred Capital Management sold out of Novo Nordisk (NVO) in Q3 2024, closing a stake of 2,603 shares — an estimated $371K sold.

Allred Capital Management first reported a position in NVO in Q4 2019 and held it in 4 quarters. The position peaked at $371K in Q2 2024. 1,784 funds tracked by Wall St. Rank hold NVO as of Q3 2024.

  • Allred Capital Management reported no remaining Novo Nordisk position as of Q3 2024 after selling out during the quarter.
  • Allred Capital Management sold 2,603 Novo Nordisk shares in Q3 2024, an estimated $371K.
  • Allred Capital Management first reported a position in Novo Nordisk in Q4 2019 and held it in 4 quarters.
  • Allred Capital Management's Novo Nordisk position peaked at $371K in Q2 2024.
  • 1,784 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2024.

Based on Allred Capital Management's 13F filing for Q3 2024, filed 13 Nov 2024.