Anchor Capital Advisors’s Novo Nordisk NVO Stock Holding History

Anchor Capital Advisors’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	-1,740	Closed	-$207K	–	255
2024 Q3	$207K	Hold	1,740	–	–	0.01%	242
2024 Q2	$248K	Hold	1,740	–	–	0.01%	234
2024 Q1	$223K	Buy	+1,740	New	+$207K	0.01%	235
2021 Q2	–	Sell	-8,586	Closed	-$289K	–	268
2021 Q1	$289K	Hold	8,586	–	–	0.01%	246
2020 Q4	$300K	Buy	+8,586	New	+$297K	0.01%	237
2015 Q2	–	Sell	-10,000	Closed	-$267K	–	292
2015 Q1	$267K	Hold	10,000	–	–	0.01%	270
2014 Q4	$212K	Hold	10,000	–	–	﹤0.01%	300
2014 Q3	$238K	Hold	10,000	–	–	﹤0.01%	302
2014 Q2	$231K	Sell	10,000 -5,800	-37%	-$128K	﹤0.01%	304
2014 Q1	$361K	Hold	15,800	–	–	0.01%	263
2013 Q4	$292K	Hold	15,800	–	–	0.01%	272
2013 Q3	$267K	Buy	+15,800	New	+$266K	0.01%	274

Other funds holding NVO

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Anchor Capital Advisors's NVO Position: Q4 2024 in Review

Anchor Capital Advisors sold out of Novo Nordisk (NVO) in Q4 2024, closing a stake of 1,740 shares — an estimated $207K sold.

Anchor Capital Advisors first reported a position in NVO in Q3 2013 and held it in 12 quarters. The position peaked at $361K in Q1 2014. 1,663 funds tracked by Wall St. Rank hold NVO as of Q4 2024.

Anchor Capital Advisors reported no remaining Novo Nordisk position as of Q4 2024 after selling out during the quarter.
Anchor Capital Advisors sold 1,740 Novo Nordisk shares in Q4 2024, an estimated $207K.
Anchor Capital Advisors first reported a position in Novo Nordisk in Q3 2013 and held it in 12 quarters.
Anchor Capital Advisors's Novo Nordisk position peaked at $361K in Q1 2014.
1,663 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2024.

Based on Anchor Capital Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.