CCP
NVO

Carmel Capital Partners’s Novo Nordisk NVO Stock Holding History

Carmel Capital Partners’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
-88
Closed -$8K – 509
2023
Q3 		$8K Hold
88
– – ﹤0.01% 498
2023
Q2 		$7.12K Hold
88
– – ﹤0.01% 301
2023
Q1 		$7K Buy
+88
New +$6.24K ﹤0.01% 348

Other funds holding NVO

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Carmel Capital Partners's NVO Position: Q4 2023 in Review

Carmel Capital Partners sold out of Novo Nordisk (NVO) in Q4 2023, closing a stake of 88 shares — an estimated $8K sold.

Carmel Capital Partners first reported a position in NVO in Q1 2023 and held it in 3 quarters. The position peaked at $8K in Q3 2023. 1,511 funds tracked by Wall St. Rank hold NVO as of Q4 2023.

  • Carmel Capital Partners reported no remaining Novo Nordisk position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 88 Novo Nordisk shares in Q4 2023, an estimated $8K.
  • Carmel Capital Partners first reported a position in Novo Nordisk in Q1 2023 and held it in 3 quarters.
  • Carmel Capital Partners's Novo Nordisk position peaked at $8K in Q3 2023.
  • 1,511 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.