Bollard Group’s Novo Nordisk NVO Stock Holding History

Bollard Group’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	–	Sell	-576	Closed	-$52K	–	317
2023 Q3	$52K	Buy	576 +2	+0.3%	+$176	﹤0.01%	217
2023 Q2	$46K	Buy	+574	New	+$46.9K	﹤0.01%	225

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

Bollard Group's NVO Position: Q4 2023 in Review

Bollard Group sold out of Novo Nordisk (NVO) in Q4 2023, closing a stake of 576 shares — an estimated $52K sold.

Bollard Group first reported a position in NVO in Q2 2023 and held it in 2 quarters. The position peaked at $52K in Q3 2023. 1,511 funds tracked by Wall St. Rank hold NVO as of Q4 2023.

Bollard Group reported no remaining Novo Nordisk position as of Q4 2023 after selling out during the quarter.
Bollard Group sold 576 Novo Nordisk shares in Q4 2023, an estimated $52K.
Bollard Group first reported a position in Novo Nordisk in Q2 2023 and held it in 2 quarters.
Bollard Group's Novo Nordisk position peaked at $52K in Q3 2023.
1,511 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2023.

Based on Bollard Group's 13F filing for Q4 2023, filed 13 Feb 2024.