BIP
NVO

Blueprint Investment Partners’s Novo Nordisk NVO Stock Holding History

Blueprint Investment Partners’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
Q2 		– Sell
-7,238
Closed -$576K – 198
2023
Q1 		$576K Sell
7,238
-532
-7% -$37.7K 0.13% 101
2022
Q4 		$526K Buy
7,770
+4,868
+168% +$285K 0.11% 124
2022
Q3 		$145K Buy
+2,902
New +$155K 0.04% 141
2022
Q2 		– Sell
-3,958
Closed -$220K – 199
2022
Q1 		$220K Sell
3,958
-1,522
-28% -$78.1K 0.06% 161
2021
Q4 		$307K Buy
5,480
+554
+11% +$30K 0.08% 156
2021
Q3 		$236K Buy
+4,926
New +$238K 0.12% 121

Other funds holding NVO

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Blueprint Investment Partners's NVO Position: Q2 2023 in Review

Blueprint Investment Partners sold out of Novo Nordisk (NVO) in Q2 2023, closing a stake of 7,238 shares — an estimated $576K sold.

Blueprint Investment Partners first reported a position in NVO in Q3 2021 and held it in 6 quarters. The position peaked at $576K in Q1 2023. 1,197 funds tracked by Wall St. Rank hold NVO as of Q2 2023.

  • Blueprint Investment Partners reported no remaining Novo Nordisk position as of Q2 2023 after selling out during the quarter.
  • Blueprint Investment Partners sold 7,238 Novo Nordisk shares in Q2 2023, an estimated $576K.
  • Blueprint Investment Partners first reported a position in Novo Nordisk in Q3 2021 and held it in 6 quarters.
  • Blueprint Investment Partners's Novo Nordisk position peaked at $576K in Q1 2023.
  • 1,197 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2023.

Based on Blueprint Investment Partners's 13F filing for Q2 2023, filed 15 Aug 2023.