CW
NVO

Connectus Wealth’s Novo Nordisk NVO Stock Holding History

Connectus Wealth’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 		$40.1M Buy
312,210
+288,352
+1,209% +$34.3M 1.1% 20
2023
Q4 		$2.47M Sell
23,858
-1,109
-4% -$110K 0.05% 231
2023
Q3 		$2.27M Sell
24,967
-4,297
-15% -$379K 0.05% 240
2023
Q2 		$2.37M Buy
29,264
+774
+3% +$63.2K 0.05% 196
2023
Q1 		$2.27M Sell
28,490
-1,032
-3% -$73.2K 0.06% 216
2022
Q4 		$2M Sell
29,522
-394
-1% -$23.1K 0.05% 206
2022
Q3 		$1.49M Sell
29,916
-836
-3% -$44.8K 0.03% 283
2022
Q2 		$1.72M Buy
30,752
+12,656
+70% +$702K 0.04% 215
2022
Q1 		$1.02M Sell
18,096
-24,196
-57% -$1.24M 0.03% 244
2021
Q4 		$2.37M Buy
+42,292
New +$2.29M 0.09% 128

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

Connectus Wealth's NVO Position: Q1 2024 in Review

Connectus Wealth increased its Novo Nordisk (NVO) stake by 1,209% in Q1 2024, buying an estimated $34.3M and bringing the position to 312,210 shares worth $40.1M. The position accounts for 1.1% of the portfolio, ranked #20.

Connectus Wealth first reported a position in NVO in Q4 2021 and has held it in 10 quarters since. 1,744 funds tracked by Wall St. Rank hold NVO as of Q1 2024.

  • Connectus Wealth held 312,210 shares of Novo Nordisk worth $40.1M as of Q1 2024.
  • Connectus Wealth bought 288,352 Novo Nordisk shares in Q1 2024, an estimated $34.3M.
  • Novo Nordisk made up 1.1% of Connectus Wealth's portfolio in Q1 2024, its #20 holding.
  • Connectus Wealth first reported a position in Novo Nordisk in Q4 2021 and has held it in 10 quarters since.
  • 1,744 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.