CGA
NVO

Compound Global Advisors’s Novo Nordisk NVO Stock Holding History

Compound Global 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
2024
Q1 		$6.7M Sell
52,169
-7,536
-13% -$897K 1% 29
2023
Q4 		$6.18M Buy
59,705
+17,017
+40% +$1.68M 1.14% 32
2023
Q3 		$3.88M Buy
+42,688
New +$3.76M 0.85% 34

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Compound Global Advisors's NVO Position: Q1 2024 in Review

Compound Global Advisors reduced its Novo Nordisk (NVO) stake by 13% in Q1 2024, selling an estimated $897K and leaving 52,169 shares worth $6.7M. The position accounts for 1% of the portfolio, ranked #29.

Compound Global Advisors first reported a position in NVO in Q3 2023 and has held it in 3 quarters since. 1,744 funds tracked by Wall St. Rank hold NVO as of Q1 2024.

  • Compound Global Advisors held 52,169 shares of Novo Nordisk worth $6.7M as of Q1 2024.
  • Compound Global Advisors sold 7,536 Novo Nordisk shares in Q1 2024, an estimated $897K.
  • Novo Nordisk made up 1% of Compound Global Advisors's portfolio in Q1 2024, its #29 holding.
  • Compound Global Advisors first reported a position in Novo Nordisk in Q3 2023 and has held it in 3 quarters since.
  • 1,744 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2024.

Based on Compound Global Advisors's 13F filing for Q1 2024, filed 22 Apr 2024.