BCM
NVO

Bourgeon Capital Management’s Novo Nordisk NVO Stock Holding History

Bourgeon Capital 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
Q1 		– Sell
-94
Closed -$9.72K – 281
2023
Q4 		$9.72K Buy
94
+66
+236% +$6.53K ﹤0.01% 239
2023
Q3 		$2.55K Buy
+28
New +$2.47K ﹤0.01% 281
2023
Q1 		– Sell
-86
Closed -$5.82K – 363
2022
Q4 		$5.82K Hold
86
– – ﹤0.01% 266
2022
Q3 		$4K Buy
+86
New +$4.61K ﹤0.01% 277

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bourgeon Capital Management's NVO Position: Q1 2024 in Review

Bourgeon Capital Management sold out of Novo Nordisk (NVO) in Q1 2024, closing a stake of 94 shares — an estimated $9.72K sold.

Bourgeon Capital Management first reported a position in NVO in Q3 2022 and held it in 4 quarters. The position peaked at $9.72K in Q4 2023. 1,744 funds tracked by Wall St. Rank hold NVO as of Q1 2024.

  • Bourgeon Capital Management reported no remaining Novo Nordisk position as of Q1 2024 after selling out during the quarter.
  • Bourgeon Capital Management sold 94 Novo Nordisk shares in Q1 2024, an estimated $9.72K.
  • Bourgeon Capital Management first reported a position in Novo Nordisk in Q3 2022 and held it in 4 quarters.
  • Bourgeon Capital Management's Novo Nordisk position peaked at $9.72K in Q4 2023.
  • 1,744 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2024.

Based on Bourgeon Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.