Andesa Financial Management’s Novo Nordisk NVO Stock Holding History

Andesa Financial 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
2023 Q1	–	Sell	-5,198	Closed	-$352K	–	142
2022 Q4	$352K	Buy	5,198 +278	+6%	+$16.3K	0.19%	101
2022 Q3	$244K	Sell	4,920 -14	-0.3%	-$750	0.09%	134
2022 Q2	$275K	Sell	4,934 -600	-11%	-$33.3K	0.17%	106
2022 Q1	$308K	Buy	5,534 +2	+0%	+$103	0.17%	112
2021 Q4	$310K	Sell	5,532 -258	-4%	-$14K	0.15%	122
2021 Q3	$277K	Sell	5,790 -108	-2%	-$5.22K	0.15%	114
2021 Q2	$246K	Sell	5,898 -82	-1%	-$3.18K	0.07%	141
2021 Q1	$202K	Buy	+5,980	New	+$213K	0.07%	140
2020 Q4	–	Sell	-5,764	Closed	-$200K	–	130
2020 Q3	$200K	Buy	+5,764	New	+$192K	0.08%	129
2020 Q2	–	Sell	-7,112	Closed	-$214K	–	121
2020 Q1	$214K	Buy	+7,112	New	+$212K	0.24%	79
2019 Q2	–	Sell	-11,656	Closed	-$306K	–	135
2019 Q1	$306K	Buy	+11,656	New	+$286K	0.15%	115

Other funds holding NVO

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Andesa Financial Management's NVO Position: Q1 2023 in Review

Andesa Financial Management sold out of Novo Nordisk (NVO) in Q1 2023, closing a stake of 5,198 shares — an estimated $352K sold.

Andesa Financial Management first reported a position in NVO in Q1 2019 and held it in 11 quarters. The position peaked at $352K in Q4 2022. 1,147 funds tracked by Wall St. Rank hold NVO as of Q1 2023.

Andesa Financial Management reported no remaining Novo Nordisk position as of Q1 2023 after selling out during the quarter.
Andesa Financial Management sold 5,198 Novo Nordisk shares in Q1 2023, an estimated $352K.
Andesa Financial Management first reported a position in Novo Nordisk in Q1 2019 and held it in 11 quarters.
Andesa Financial Management's Novo Nordisk position peaked at $352K in Q4 2022.
1,147 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2023.

Based on Andesa Financial Management's 13F filing for Q1 2023, filed 5 May 2023.