ACM
NVO

Ativo Capital Management’s Novo Nordisk NVO Stock Holding History

Ativo Capital 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
2024
Q4 		– Sell
-12,974
Closed -$1.54M – 54
2024
Q3 		$1.54M Sell
12,974
-48
-0.4% -$6.4K 1.35% 20
2024
Q2 		$1.86M Sell
13,022
-102
-0.8% -$13.5K 1.92% 12
2024
Q1 		$1.69M Sell
13,124
-2,504
-16% -$298K 1.69% 17
2023
Q4 		$1.62M Sell
15,628
-101
-0.6% -$9.99K 1.73% 16
2023
Q3 		$1.43M Sell
15,729
-203
-1% -$17.9K 1.62% 15
2023
Q2 		$1.29M Sell
15,932
-934
-6% -$76.3K 1.36% 22
2023
Q1 		$1.34M Sell
16,866
-11,362
-40% -$806K 1.64% 18
2022
Q4 		$1.91M Sell
28,228
-2,006
-7% -$118K 2.4% 9
2022
Q3 		$1.51M Hold
30,234
– – 2.37% 9
2022
Q2 		$1.68M Sell
30,234
-5,212
-15% -$289K 1.13% 9
2022
Q1 		$1.97M Buy
35,446
+152
+0.4% +$7.8K 1.01% 15
2021
Q4 		$1.98M Sell
35,294
-708
-2% -$38.4K 0.87% 23
2021
Q3 		$1.73M Buy
36,002
+2,932
+9% +$142K 0.81% 27
2021
Q2 		$1.39M Sell
33,070
-2,388
-7% -$92.6K 0.59% 77
2021
Q1 		$1.2M Buy
35,458
+4
+0% +$142 0.51% 85
2020
Q4 		$1.24M Hold
35,454
– – 0.53% 73
2020
Q3 		$1.23M Buy
35,454
+22
+0.1% +$733 0.59% 59
2020
Q2 		$1.16M Buy
35,432
+23,610
+200% +$753K 0.63% 62
2020
Q1 		$356K Buy
+11,822
New +$352K 0.22% 94
2016
Q3 		– Sell
-103,262
Closed -$2.78M – 221
2016
Q2 		$2.78M Buy
103,262
+2,316
+2% +$63.5K 0.68% 45
2016
Q1 		$2.73M Sell
100,946
-360
-0.4% -$9.64K 0.74% 48
2015
Q4 		$2.94M Buy
101,306
+28,000
+38% +$775K 0.74% 41
2015
Q3 		$1.97M Hold
73,306
– – 0.52% 52
2015
Q2 		$2.12M Buy
73,306
+65,106
+794% +$1.83M 0.75% 39
2015
Q1 		$219K Sell
8,200
-80,980
-91% -$1.86M 0.09% 189
2014
Q4 		$1.89M Sell
89,180
-3,688
-4% -$82.4K 0.77% 31
2014
Q3 		$2.21M Buy
92,868
+8,192
+10% +$189K 0.87% 42
2014
Q2 		$1.96M Buy
+84,676
New +$1.87M 0.85% 42

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

Ativo Capital Management's NVO Position: Q4 2024 in Review

Ativo Capital Management sold out of Novo Nordisk (NVO) in Q4 2024, closing a stake of 12,974 shares — an estimated $1.54M sold.

Ativo Capital Management first reported a position in NVO in Q2 2014 and held it in 28 quarters. The position peaked at $2.94M in Q4 2015. 1,663 funds tracked by Wall St. Rank hold NVO as of Q4 2024.

  • Ativo Capital Management reported no remaining Novo Nordisk position as of Q4 2024 after selling out during the quarter.
  • Ativo Capital Management sold 12,974 Novo Nordisk shares in Q4 2024, an estimated $1.54M.
  • Ativo Capital Management first reported a position in Novo Nordisk in Q2 2014 and held it in 28 quarters.
  • Ativo Capital Management's Novo Nordisk position peaked at $2.94M in Q4 2015.
  • 1,663 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2024.

Based on Ativo Capital Management's 13F filing for Q4 2024, filed 3 Feb 2025.