BMCM
NVO

Burns Matteson Capital Management’s Novo Nordisk NVO Stock Holding History

Burns Matteson 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
Q4 		– Sell
-1,738
Closed -$207K – 185
2024
Q3 		$207K Sell
1,738
-344
-17% -$45.9K 0.12% 143
2024
Q2 		$297K Buy
2,082
+108
+5% +$14.3K 0.19% 111
2024
Q1 		$253K Sell
1,974
-4
-0.2% -$476 0.16% 129
2023
Q4 		$205K Buy
+1,978
New +$196K 0.14% 128

Other funds holding NVO

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Burns Matteson Capital Management's NVO Position: Q4 2024 in Review

Burns Matteson Capital Management sold out of Novo Nordisk (NVO) in Q4 2024, closing a stake of 1,738 shares — an estimated $207K sold.

Burns Matteson Capital Management first reported a position in NVO in Q4 2023 and held it in 4 quarters. The position peaked at $297K in Q2 2024. 1,663 funds tracked by Wall St. Rank hold NVO as of Q4 2024.

  • Burns Matteson Capital Management reported no remaining Novo Nordisk position as of Q4 2024 after selling out during the quarter.
  • Burns Matteson Capital Management sold 1,738 Novo Nordisk shares in Q4 2024, an estimated $207K.
  • Burns Matteson Capital Management first reported a position in Novo Nordisk in Q4 2023 and held it in 4 quarters.
  • Burns Matteson Capital Management's Novo Nordisk position peaked at $297K in Q2 2024.
  • 1,663 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2024.

Based on Burns Matteson Capital Management's 13F filing for Q4 2024, filed 29 Jan 2025.