Baystate Wealth Management’s Novo Nordisk NVO Stock Holding History

Baystate Wealth 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 Q4	$129K	Buy	1,246 +665	+114%	+$65.8K	0.01%	252
2023 Q3	$52.9K	Buy	581 +259	+80%	+$22.8K	﹤0.01%	334
2023 Q2	$26.1K	Buy	322 +202	+168%	+$16.5K	﹤0.01%	423
2023 Q1	$9.7K	Buy	120 +10	+9%	+$709	﹤0.01%	575
2022 Q4	$8K	Sell	110 -22	-17%	-$1.29K	﹤0.01%	624
2022 Q3	$7K	Buy	132 +62	+89%	+$3.32K	﹤0.01%	608
2022 Q2	$4K	Hold	70	–	–	﹤0.01%	689
2022 Q1	$4K	Hold	70	–	–	﹤0.01%	686
2021 Q4	$4K	Hold	70	–	–	﹤0.01%	681
2021 Q3	$3K	Hold	70	–	–	﹤0.01%	654
2021 Q2	$3K	Hold	70	–	–	﹤0.01%	619
2021 Q1	$2K	Buy	70 +20	+40%	+$712	﹤0.01%	602
2020 Q4	$2K	Hold	50	–	–	﹤0.01%	576
2020 Q3	$2K	Hold	50	–	–	﹤0.01%	544
2020 Q2	$2K	Buy	+50	New	+$1.6K	﹤0.01%	555
2018 Q1	–	Sell	-360	Closed	-$10K	–	706
2017 Q4	$10K	Hold	360	–	–	﹤0.01%	371
2017 Q3	$9K	Hold	360	–	–	﹤0.01%	361
2017 Q2	$8K	Hold	360	–	–	﹤0.01%	372
2017 Q1	$7K	Sell	360 -362	-50%	-$6.3K	﹤0.01%	367
2016 Q4	$13K	Buy	+722	New	+$13.1K	﹤0.01%	278

Other funds holding NVO

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

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

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

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

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

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

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

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Baystate Wealth Management's NVO Position: Q4 2023 in Review

Baystate Wealth Management increased its Novo Nordisk (NVO) stake by 114% in Q4 2023, buying an estimated $65.8K and bringing the position to 1,246 shares worth $129K. The position accounts for 0.01% of the portfolio, ranked #252.

Baystate Wealth Management first reported a position in NVO in Q4 2016 and has held it in 20 quarters since. 1,511 funds tracked by Wall St. Rank hold NVO as of Q4 2023.

Baystate Wealth Management held 1,246 shares of Novo Nordisk worth $129K as of Q4 2023.
Baystate Wealth Management bought 665 Novo Nordisk shares in Q4 2023, an estimated $65.8K.
Novo Nordisk made up 0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #252 holding.
Baystate Wealth Management first reported a position in Novo Nordisk in Q4 2016 and has held it in 20 quarters since.
1,511 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.