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 $167B AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Alpha Cubed Investments's NVO Position: Q4 2024 in Review

Alpha Cubed Investments sold out of Novo Nordisk (NVO) in Q4 2024, closing a stake of 64,570 shares — an estimated $7.69M sold.

Alpha Cubed Investments first reported a position in NVO in Q3 2015 and held it in 11 quarters. The position peaked at $11M in Q2 2024. 1,665 funds tracked by Wall St. Rank hold NVO as of Q4 2024.

  • Alpha Cubed Investments reported no remaining Novo Nordisk position as of Q4 2024 after selling out during the quarter.
  • Alpha Cubed Investments sold 64,570 Novo Nordisk shares in Q4 2024, an estimated $7.69M.
  • Alpha Cubed Investments first reported a position in Novo Nordisk in Q3 2015 and held it in 11 quarters.
  • Alpha Cubed Investments's Novo Nordisk position peaked at $11M in Q2 2024.
  • 1,665 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2024.

Based on Alpha Cubed Investments's 13F filing for Q4 2024, filed 17 Jan 2025.