Bedel Financial Consulting’s Novo Nordisk NVO Stock Holding History

Bedel Financial Consulting’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
2022 Q2	–	Sell	-1,606	Closed	-$89K	–	642
2022 Q1	$89K	Hold	1,606	–	–	0.03%	295
2021 Q4	$90K	Hold	1,606	–	–	0.03%	301
2021 Q3	$77K	Hold	1,606	–	–	0.03%	315
2021 Q2	$67K	Hold	1,606	–	–	0.02%	339
2021 Q1	$54K	Hold	1,606	–	–	0.02%	352
2020 Q4	$56K	Hold	1,606	–	–	0.02%	303
2020 Q3	$56K	Hold	1,606	–	–	0.03%	288
2020 Q2	$53K	Hold	1,606	–	–	0.03%	272
2020 Q1	$48K	Hold	1,606	–	–	0.03%	272
2019 Q4	$46K	Hold	1,606	–	–	0.03%	299
2019 Q3	$42K	Hold	1,606	–	–	0.03%	299
2019 Q2	$41K	Hold	1,606	–	–	0.02%	303
2019 Q1	$42K	Hold	1,606	–	–	0.03%	295
2018 Q4	$37K	Hold	1,606	–	–	0.03%	291
2018 Q3	$34K	Hold	1,606	–	–	0.02%	316
2018 Q2	$37K	Hold	1,606	–	–	0.03%	295
2018 Q1	$40K	Buy	+1,606	New	+$42.2K	0.03%	291

Other funds holding NVO

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

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

Bedel Financial Consulting's NVO Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Novo Nordisk (NVO) in Q2 2022, closing a stake of 1,606 shares — an estimated $89K sold.

Bedel Financial Consulting first reported a position in NVO in Q1 2018 and held it in 17 quarters. The position peaked at $90K in Q4 2021. 933 funds tracked by Wall St. Rank hold NVO as of Q2 2022.

Bedel Financial Consulting reported no remaining Novo Nordisk position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 1,606 Novo Nordisk shares in Q2 2022, an estimated $89K.
Bedel Financial Consulting first reported a position in Novo Nordisk in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's Novo Nordisk position peaked at $90K in Q4 2021.
933 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.