BW
NVO

Bison Wealth’s Novo Nordisk NVO Stock Holding History

Bison Wealth’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
Q3 		– Sell
-7,823
Closed -$1M – 459
2024
Q2 		$1M Hold
7,823
– – 0.16% 141
2024
Q1 		$1M Buy
7,823
+252
+3% +$30K 0.16% 141
2023
Q4 		$783K Buy
7,571
+1,613
+27% +$160K 0.14% 162
2023
Q3 		$542K Buy
5,958
+172
+3% +$15.2K 0.11% 202
2023
Q2 		$468K Buy
5,786
+898
+18% +$73.4K 0.09% 228
2023
Q1 		$413K Sell
4,888
-106
-2% -$7.52K 0.13% 173
2022
Q4 		$347K Hold
4,994
– – 0.11% 194
2022
Q3 		$248K Buy
4,994
+44
+0.9% +$2.36K 0.1% 213
2022
Q2 		$276K Hold
4,950
– – 0.16% 148
2022
Q1 		$275K Hold
4,950
– – 0.14% 171
2021
Q4 		$277K Sell
4,950
-112
-2% -$6.07K 0.16% 146
2021
Q3 		$243K Hold
5,062
– – 0.11% 210
2021
Q2 		$212K Sell
5,062
-1,240
-20% -$48.1K 0.09% 228
2021
Q1 		$212K Hold
6,302
– – 0.09% 230
2020
Q4 		$220K Hold
6,302
– – 0.1% 210
2020
Q3 		$219K Hold
6,302
– – 0.13% 167
2020
Q2 		$206K Buy
+6,302
New +$201K 0.13% 178
2018
Q1 		– Sell
-7,584
Closed -$204K – 210
2017
Q4 		$204K Buy
+7,584
New +$193K 0.15% 193

Other funds holding NVO

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bison Wealth's NVO Position: Q3 2024 in Review

Bison Wealth sold out of Novo Nordisk (NVO) in Q3 2024, closing a stake of 7,823 shares — an estimated $1M sold.

Bison Wealth first reported a position in NVO in Q4 2017 and held it in 18 quarters. The position peaked at $1M in Q2 2024. 1,785 funds tracked by Wall St. Rank hold NVO as of Q3 2024.

  • Bison Wealth reported no remaining Novo Nordisk position as of Q3 2024 after selling out during the quarter.
  • Bison Wealth sold 7,823 Novo Nordisk shares in Q3 2024, an estimated $1M.
  • Bison Wealth first reported a position in Novo Nordisk in Q4 2017 and held it in 18 quarters.
  • Bison Wealth's Novo Nordisk position peaked at $1M in Q2 2024.
  • 1,785 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2024.

Based on Bison Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.