AA
NVO

Apriem Advisors’s Novo Nordisk NVO Stock Holding History

Apriem 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
-1,730
Closed -$206K – 189
2024
Q3 		$206K Buy
1,730
+195
+13% +$26K 0.02% 170
2024
Q2 		$219K Buy
+1,535
New +$203K 0.03% 160
2018
Q3 		– Sell
-1,500
Closed -$35K – 298
2018
Q2 		$35K Buy
+1,500
New +$35.6K 0.01% 281
2017
Q2 		– Sell
-1,500
Closed -$26K – 407
2017
Q1 		$26K Hold
1,500
– – 0.01% 308
2016
Q4 		$27K Hold
1,500
– – 0.01% 306
2016
Q3 		$31K Sell
1,500
-70
-4% -$1.74K 0.01% 278
2016
Q2 		$42K Buy
1,570
+70
+5% +$1.92K 0.01% 247
2016
Q1 		$41K Sell
1,500
-800
-35% -$21.4K 0.02% 229
2015
Q4 		$67K Hold
2,300
– – 0.02% 178
2015
Q3 		$62K Sell
2,300
-810
-26% -$22.9K 0.02% 180
2015
Q2 		$85K Sell
3,110
-1,200
-28% -$33.7K 0.03% 152
2015
Q1 		$115K Sell
4,310
-170
-4% -$3.92K 0.04% 134
2014
Q4 		$95K Hold
4,480
– – 0.04% 139
2014
Q3 		$107K Buy
4,480
+810
+22% +$18.6K 0.04% 137
2014
Q2 		$85K Hold
3,670
– – 0.03% 156
2014
Q1 		$84K Hold
3,670
– – 0.03% 169
2013
Q4 		$68K Hold
3,670
– – 0.03% 177
2013
Q3 		$62K Hold
3,670
– – 0.03% 182
2013
Q2 		$57K Buy
+3,670
New +$61.1K 0.03% 182

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

Apriem Advisors's NVO Position: Q4 2024 in Review

Apriem Advisors sold out of Novo Nordisk (NVO) in Q4 2024, closing a stake of 1,730 shares — an estimated $206K sold.

Apriem Advisors first reported a position in NVO in Q2 2013 and held it in 19 quarters. The position peaked at $219K in Q2 2024. 1,665 funds tracked by Wall St. Rank hold NVO as of Q4 2024.

  • Apriem Advisors reported no remaining Novo Nordisk position as of Q4 2024 after selling out during the quarter.
  • Apriem Advisors sold 1,730 Novo Nordisk shares in Q4 2024, an estimated $206K.
  • Apriem Advisors first reported a position in Novo Nordisk in Q2 2013 and held it in 19 quarters.
  • Apriem Advisors's Novo Nordisk position peaked at $219K in Q2 2024.
  • 1,665 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2024.

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