Carmichael Hill & Associates’s Novo Nordisk NVO Stock Holding History

Carmichael Hill & Associates’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	$136K	Buy	1,142 +10	+0.9%	+$1.33K	0.05%	227
2024 Q2	$162K	Hold	1,132	–	–	0.06%	198
2024 Q1	$145K	Sell	1,132 -300	-21%	-$35.7K	0.06%	216
2023 Q4	$148K	Hold	1,432	–	–	0.06%	216
2023 Q3	$130K	Hold	1,432	–	–	0.06%	215
2023 Q2	$116K	Sell	1,432 -200	-12%	-$16.3K	0.05%	230
2023 Q1	$130K	Hold	1,632	–	–	0.06%	206
2022 Q4	$110K	Hold	1,632	–	–	0.06%	224
2022 Q3	$81K	Hold	1,632	–	–	0.04%	249
2022 Q2	$91K	Hold	1,632	–	–	0.05%	240
2022 Q1	$91K	Hold	1,632	–	–	0.04%	257
2021 Q4	$91K	Hold	1,632	–	–	0.04%	262
2021 Q3	$78K	Hold	1,632	–	–	0.04%	277
2021 Q2	$68K	Buy	1,632 +18	+1%	+$698	0.03%	298
2021 Q1	$54K	Hold	1,614	–	–	0.03%	326
2020 Q4	$56K	Hold	1,614	–	–	0.03%	299
2020 Q3	$56K	Hold	1,614	–	–	0.04%	284
2020 Q2	$53K	Hold	1,614	–	–	0.04%	272
2020 Q1	$49K	Hold	1,614	–	–	0.04%	252
2019 Q4	$47K	Buy	+1,614	New	+$44.7K	0.03%	291

Other funds holding NVO

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Carmichael Hill & Associates's NVO Position: Q3 2024 in Review

Carmichael Hill & Associates increased its Novo Nordisk (NVO) stake by 0.88% in Q3 2024, buying an estimated $1.33K and bringing the position to 1,142 shares worth $136K. The position accounts for 0.05% of the portfolio, ranked #227.

Carmichael Hill & Associates first reported a position in NVO in Q4 2019 and has held it in 20 quarters since. The position peaked at $162K in Q2 2024. 1,784 funds tracked by Wall St. Rank hold NVO as of Q3 2024.

Carmichael Hill & Associates held 1,142 shares of Novo Nordisk worth $136K as of Q3 2024.
Carmichael Hill & Associates bought 10 Novo Nordisk shares in Q3 2024, an estimated $1.33K.
Novo Nordisk made up 0.05% of Carmichael Hill & Associates's portfolio in Q3 2024, its #227 holding.
Carmichael Hill & Associates first reported a position in Novo Nordisk in Q4 2019 and has held it in 20 quarters since.
Carmichael Hill & Associates's Novo Nordisk position peaked at $162K in Q2 2024.
1,784 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.