ACI
NVO

Alpha Cubed Investments’s Novo Nordisk NVO Stock Holding History

Alpha Cubed Investments’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
Q4 		– Sell
-64,570
Closed -$7.69M – 285
2024
Q3 		$7.69M Sell
64,570
-12,485
-16% -$1.67M 0.34% 56
2024
Q2 		$11M Buy
77,055
+16,743
+28% +$2.22M 0.52% 49
2024
Q1 		$7.74M Buy
60,312
+46,512
+337% +$5.54M 0.4% 57
2023
Q4 		$1.43M Buy
13,800
+11,546
+512% +$1.14M 0.08% 102
2023
Q3 		$205K Buy
+2,254
New +$199K 0.01% 238
2017
Q1 		– Sell
-31,072
Closed -$557K – 204
2016
Q4 		$557K Sell
31,072
-526
-2% -$9.54K 0.13% 100
2016
Q3 		$657K Buy
31,598
+222
+0.7% +$5.5K 0.18% 84
2016
Q2 		$844K Sell
31,376
-1,130
-3% -$31K 0.29% 60
2016
Q1 		$881K Sell
32,506
-2,332
-7% -$62.5K 0.27% 67
2015
Q4 		$1.01M Buy
34,838
+2,848
+9% +$78.8K 0.26% 78
2015
Q3 		$851K Buy
+31,990
New +$906K 0.22% 90

Other funds holding NVO

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return