BFS
NVO

Burr Financial Services’s Novo Nordisk NVO Stock Holding History

Burr Financial Services’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
Q3 		– Sell
-24,445
Closed -$3.49M – 28
2024
Q2 		$3.49M Sell
24,445
-3,329
-12% -$441K 2.44% 9
2024
Q1 		$3.54M Buy
27,774
+1,473
+6% +$175K 2.76% 11
2023
Q4 		$3.5M Buy
+26,301
New +$2.6M 2.67% 11

Other funds holding NVO

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Burr Financial Services's NVO Position: Q3 2024 in Review

Burr Financial Services sold out of Novo Nordisk (NVO) in Q3 2024, closing a stake of 24,445 shares — an estimated $3.49M sold.

Burr Financial Services first reported a position in NVO in Q4 2023 and held it in 3 quarters. The position peaked at $3.54M in Q1 2024. 1,786 funds tracked by Wall St. Rank hold NVO as of Q3 2024.

  • Burr Financial Services reported no remaining Novo Nordisk position as of Q3 2024 after selling out during the quarter.
  • Burr Financial Services sold 24,445 Novo Nordisk shares in Q3 2024, an estimated $3.49M.
  • Burr Financial Services first reported a position in Novo Nordisk in Q4 2023 and held it in 3 quarters.
  • Burr Financial Services's Novo Nordisk position peaked at $3.54M in Q1 2024.
  • 1,786 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2024.

Based on Burr Financial Services's 13F filing for Q3 2024, filed 25 Oct 2024.