CBFP
NVO

Cedar Brook Financial Partners’s Novo Nordisk NVO Stock Holding History

Cedar Brook Financial 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
2024
Q2 		– Sell
-6,472
Closed -$831K – 278
2024
Q1 		$831K Buy
6,472
+83
+1% +$9.88K 0.16% 145
2023
Q4 		$682K Sell
6,389
-1,646
-20% -$163K 0.15% 151
2023
Q3 		$731K Sell
8,035
-309
-4% -$27.2K 0.19% 125
2023
Q2 		$675K Sell
8,344
-42
-0.5% -$3.43K 0.16% 141
2023
Q1 		$667K Buy
8,386
+1,210
+17% +$85.8K 0.17% 139
2022
Q4 		$486K Sell
7,176
-298
-4% -$17.5K 0.14% 179
2022
Q3 		$372K Sell
7,474
-1,400
-16% -$75K 0.12% 200
2022
Q2 		$494K Buy
8,874
+258
+3% +$14.3K 0.15% 166
2022
Q1 		$478K Buy
8,616
+402
+5% +$20.6K 0.12% 189
2021
Q4 		$460K Sell
8,214
-38
-0.5% -$2.06K 0.12% 195
2021
Q3 		$396K Sell
8,252
-298
-3% -$14.4K 0.12% 199
2021
Q2 		$358K Sell
8,550
-1,288
-13% -$49.9K 0.1% 232
2021
Q1 		$332K Sell
9,838
-344
-3% -$12.3K 0.12% 205
2020
Q4 		$356K Buy
10,182
+836
+9% +$28.9K 0.13% 185
2020
Q3 		$324K Sell
9,346
-556
-6% -$18.5K 0.13% 189
2020
Q2 		$324K Buy
9,902
+442
+5% +$14.1K 0.14% 178
2020
Q1 		$285K Buy
9,460
+784
+9% +$23.3K 0.16% 176
2019
Q4 		$251K Sell
8,676
-116
-1% -$3.21K 0.11% 238
2019
Q3 		$227K Sell
8,792
-2
-0% -$51 0.1% 254
2019
Q2 		$224K Sell
8,794
-92
-1% -$2.27K 0.1% 259
2019
Q1 		$232K Buy
+8,886
New +$218K 0.11% 241

Other funds holding NVO

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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 $1.66T AUM 25.57% 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 $295B AUM 31.6% 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 $865B AUM 30.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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

Cedar Brook Financial Partners's NVO Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Novo Nordisk (NVO) in Q2 2024, closing a stake of 6,472 shares — an estimated $831K sold.

Cedar Brook Financial Partners first reported a position in NVO in Q1 2019 and held it in 21 quarters. The position peaked at $831K in Q1 2024. 1,860 funds tracked by Wall St. Rank hold NVO as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining Novo Nordisk position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 6,472 Novo Nordisk shares in Q2 2024, an estimated $831K.
  • Cedar Brook Financial Partners first reported a position in Novo Nordisk in Q1 2019 and held it in 21 quarters.
  • Cedar Brook Financial Partners's Novo Nordisk position peaked at $831K in Q1 2024.
  • 1,860 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.