Cascade Investment Advisors’s Novo Nordisk NVO Stock Holding History

Cascade Investment Advisors’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 Q2	–	Sell	-440	Closed	-$35K	–	183
2023 Q1	$35K	Buy	+440	New	+$31.2K	0.03%	160
2022 Q3	–	Sell	-440	Closed	-$24.5K	–	182
2022 Q2	$24.5K	Hold	440	–	–	0.02%	185
2022 Q1	$24.4K	Hold	440	–	–	0.01%	203
2021 Q4	$24.6K	Hold	440	–	–	0.01%	201
2021 Q3	$21.1K	Hold	440	–	–	0.01%	204
2021 Q2	$18.4K	Hold	440	–	–	0.01%	209
2021 Q1	$14.8K	Hold	440	–	–	0.01%	216
2020 Q4	$15.4K	Hold	440	–	–	0.01%	213
2020 Q3	$15.3K	Hold	440	–	–	0.01%	202
2020 Q2	$14.4K	Hold	440	–	–	0.01%	196
2020 Q1	$13.2K	Hold	440	–	–	0.01%	191
2019 Q4	$12.7K	Hold	440	–	–	0.01%	214
2019 Q3	$11.4K	Hold	440	–	–	0.01%	219
2019 Q2	$11.2K	Hold	440	–	–	0.01%	210
2019 Q1	$11.5K	Hold	440	–	–	0.01%	195
2018 Q4	$10.1K	Hold	440	–	–	0.01%	195
2018 Q3	$10.4K	Hold	440	–	–	0.01%	184
2018 Q2	$10.1K	Hold	440	–	–	0.01%	182
2018 Q1	$10.8K	Sell	440 -60	-12%	-$1.57K	0.01%	180
2017 Q4	$13.4K	Hold	500	–	–	0.01%	167
2017 Q3	$12K	Hold	500	–	–	0.01%	152
2017 Q2	$10.7K	Hold	500	–	–	0.01%	155
2017 Q1	$8.57K	Hold	500	–	–	0.01%	142
2016 Q4	$8.96K	Buy	+500	New	+$9.06K	0.01%	162
2016 Q2	$13.4K	Buy	+500	New	+$13.7K	0.01%	136

Other funds holding NVO

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cascade Investment Advisors's NVO Position: Q2 2023 in Review

Cascade Investment Advisors sold out of Novo Nordisk (NVO) in Q2 2023, closing a stake of 440 shares — an estimated $35K sold.

Cascade Investment Advisors first reported a position in NVO in Q2 2016 and held it in 25 quarters. The position peaked at $35K in Q1 2023. 1,196 funds tracked by Wall St. Rank hold NVO as of Q2 2023.

Cascade Investment Advisors reported no remaining Novo Nordisk position as of Q2 2023 after selling out during the quarter.
Cascade Investment Advisors sold 440 Novo Nordisk shares in Q2 2023, an estimated $35K.
Cascade Investment Advisors first reported a position in Novo Nordisk in Q2 2016 and held it in 25 quarters.
Cascade Investment Advisors's Novo Nordisk position peaked at $35K in Q1 2023.
1,196 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2023.

Based on Cascade Investment Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.