Boston Financial Management’s Novo Nordisk NVO Stock Holding History

Boston Financial Management’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 Q4	$1.41M	Sell	16,411 -896	-5%	-$96.9K	0.04%	173
2024 Q3	$2.06M	Sell	17,307 -26,175	-60%	-$3.49M	0.06%	148
2024 Q2	$6.21M	Buy	43,482 +37	+0.1%	+$4.9K	0.2%	91
2024 Q1	$5.58M	Buy	43,445 +675	+2%	+$80.4K	0.18%	97
2023 Q4	$4.42M	Sell	42,770 -450	-1%	-$44.5K	0.15%	102
2023 Q3	$3.93M	Buy	43,220 +572	+1%	+$50.4K	0.15%	100
2023 Q2	$3.45M	Sell	42,648 -2,632	-6%	-$215K	0.12%	111
2023 Q1	$3.6M	Sell	45,280 -5,298	-10%	-$376K	0.14%	110
2022 Q4	$3.42M	Sell	50,578 -448	-0.9%	-$26.3K	0.14%	108
2022 Q3	$2.54M	Buy	51,026 +2,400	+5%	+$129K	0.11%	111
2022 Q2	$2.71M	Sell	48,626 -22	-0%	-$1.22K	0.12%	105
2022 Q1	$2.7M	Sell	48,648 -1,360	-3%	-$69.8K	0.1%	110
2021 Q4	$2.8M	Sell	50,008 -866	-2%	-$46.9K	0.1%	98
2021 Q3	$2.44M	Sell	50,874 -1,224	-2%	-$59.2K	0.1%	94
2021 Q2	$2.18M	Sell	52,098 -170	-0.3%	-$6.59K	0.09%	99
2021 Q1	$1.76M	Sell	52,268 -5,250	-9%	-$187K	0.08%	109
2020 Q4	$2.01M	Sell	57,518 -3,274	-5%	-$113K	0.09%	97
2020 Q3	$2.11M	Sell	60,792 -780	-1%	-$26K	0.1%	92
2020 Q2	$2.02M	Sell	61,572 -500	-0.8%	-$16K	0.11%	92
2020 Q1	$1.87M	Sell	62,072 -20,050	-24%	-$597K	0.12%	97
2019 Q4	$2.38M	Sell	82,122 -4,580	-5%	-$127K	0.13%	102
2019 Q3	$2.24M	Sell	86,702 -1,000	-1%	-$25.3K	0.13%	107
2019 Q2	$2.24M	Sell	87,702 -358,572	-80%	-$8.86M	0.13%	110
2019 Q1	$11.7M	Sell	446,274 -2,402	-0.5%	-$59K	0.71%	52
2018 Q4	$10.3M	Buy	448,676 +25,370	+6%	+$564K	0.72%	53
2018 Q3	$9.98M	Sell	423,306 -604	-0.1%	-$14.7K	0.59%	59
2018 Q2	$9.78M	Sell	423,910 -5,280	-1%	-$125K	0.66%	56
2018 Q1	$10.6M	Sell	429,190 -9,810	-2%	-$258K	0.72%	50
2017 Q4	$11.8M	Buy	439,000 +354	+0.1%	+$9K	0.79%	45
2017 Q3	$10.6M	Buy	438,646 +10,354	+2%	+$234K	0.75%	47
2017 Q2	$9.19M	Buy	428,292 +20,830	+5%	+$420K	0.66%	55
2017 Q1	$6.98M	Buy	407,462 +76,798	+23%	+$1.34M	0.52%	69
2016 Q4	$5.93M	Sell	330,664 -30,068	-8%	-$545K	0.47%	77
2016 Q3	$7.5M	Buy	360,732 +9,598	+3%	+$238K	0.61%	59
2016 Q2	$9.44M	Buy	351,134 +175,806	+100%	+$4.82M	0.77%	34
2016 Q1	$4.75M	Sell	175,328 -5,836	-3%	-$156K	0.71%	53
2015 Q4	$5.26M	Sell	181,164 -21,468	-11%	-$594K	0.75%	44
2015 Q3	$5.5M	Sell	202,632 -3,736	-2%	-$106K	0.78%	41
2015 Q2	$5.65M	Sell	206,368 -18,412	-8%	-$518K	0.73%	43
2015 Q1	$6M	Sell	224,780 -360	-0.2%	-$8.29K	0.75%	44
2014 Q4	$4.76M	Sell	225,140 -5,570	-2%	-$124K	0.6%	55
2014 Q3	$5.49M	Sell	230,710 -2,750	-1%	-$63.3K	0.72%	45
2014 Q2	$5.39M	Sell	233,460 -6,730	-3%	-$149K	0.71%	48
2014 Q1	$5.48M	Sell	240,190 -5,380	-2%	-$115K	0.73%	44
2013 Q4	$4.54M	Buy	245,570 +7,100	+3%	+$124K	0.62%	54
2013 Q3	$4.04M	Buy	238,470 +2,480	+1%	+$41.7K	0.61%	54
2013 Q2	$3.66M	Buy	+235,990	New	+$3.93M	0.56%	55

Other funds holding NVO

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Boston Financial Management's NVO Position: Q4 2024 in Review

Boston Financial Management reduced its Novo Nordisk (NVO) stake by 5.2% in Q4 2024, selling an estimated $96.9K and leaving 16,411 shares worth $1.41M. The position accounts for 0.04% of the portfolio, ranked #173.

Boston Financial Management first reported a position in NVO in Q2 2013 and has held it in 47 quarters since. The position peaked at $11.8M in Q4 2017. 1,664 funds tracked by Wall St. Rank hold NVO as of Q4 2024.

Boston Financial Management held 16,411 shares of Novo Nordisk worth $1.41M as of Q4 2024.
Boston Financial Management sold 896 Novo Nordisk shares in Q4 2024, an estimated $96.9K.
Novo Nordisk made up 0.04% of Boston Financial Management's portfolio in Q4 2024, its #173 holding.
Boston Financial Management first reported a position in Novo Nordisk in Q2 2013 and has held it in 47 quarters since.
Boston Financial Management's Novo Nordisk position peaked at $11.8M in Q4 2017.
1,664 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.