BCA
NVO

Berman Capital Advisors’s Novo Nordisk NVO Stock Holding History

Berman Capital 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
2021
Q3 		$89K Buy
1,880
+170
+10% +$8.22K 0.01% 476
2021
Q2 		$71K Buy
1,710
+66
+4% +$2.56K 0.01% 465
2021
Q1 		$54K Buy
1,644
+160
+11% +$5.7K 0.01% 453
2020
Q4 		$51K Hold
1,484
– – 0.01% 404
2020
Q3 		$50K Sell
1,484
-112
-7% -$3.73K 0.01% 341
2020
Q2 		$51K Buy
1,596
+852
+115% +$27.2K 0.01% 321
2020
Q1 		$22K Buy
744
+216
+41% +$6.43K 0.01% 472
2019
Q4 		$15K Buy
528
+12
+2% +$332 ﹤0.01% 618
2019
Q3 		$13K Buy
516
+2
+0.4% +$51 ﹤0.01% 641
2019
Q2 		$13K Buy
514
+148
+40% +$3.66K ﹤0.01% 646
2019
Q1 		$9K Sell
366
-1,822
-83% -$44.8K ﹤0.01% 698
2018
Q4 		$49K Buy
+2,188
New +$48.6K 0.02% 254

Other funds holding NVO

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berman Capital Advisors's NVO Position: Q3 2021 in Review

Berman Capital Advisors increased its Novo Nordisk (NVO) stake by 9.9% in Q3 2021, buying an estimated $8.22K and bringing the position to 1,880 shares worth $89K. The position accounts for 0.01% of the portfolio, ranked #476.

Berman Capital Advisors first reported a position in NVO in Q4 2018 and has held it in 12 quarters since. 805 funds tracked by Wall St. Rank hold NVO as of Q3 2021.

  • Berman Capital Advisors held 1,880 shares of Novo Nordisk worth $89K as of Q3 2021.
  • Berman Capital Advisors bought 170 Novo Nordisk shares in Q3 2021, an estimated $8.22K.
  • Novo Nordisk made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #476 holding.
  • Berman Capital Advisors first reported a position in Novo Nordisk in Q4 2018 and has held it in 12 quarters since.
  • 805 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.