CFS
NVO

CRA Financial Services’s Novo Nordisk NVO Stock Holding History

CRA Financial Services’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
Q4 		– Sell
-2,742
Closed -$326K – 278
2024
Q3 		$326K Buy
2,742
+116
+4% +$15.5K 0.06% 183
2024
Q2 		$375K Buy
2,626
+65
+3% +$8.61K 0.08% 155
2024
Q1 		$329K Buy
2,561
+75
+3% +$8.93K 0.07% 165
2023
Q4 		$257K Hold
2,486
– – 0.06% 186
2023
Q3 		$226K Sell
2,486
-50
-2% -$4.41K 0.06% 191
2023
Q2 		$205K Hold
2,536
– – 0.06% 199
2023
Q1 		$202K Buy
+2,536
New +$180K 0.06% 199

Other funds holding NVO

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

CRA Financial Services's NVO Position: Q4 2024 in Review

CRA Financial Services sold out of Novo Nordisk (NVO) in Q4 2024, closing a stake of 2,742 shares — an estimated $326K sold.

CRA Financial Services first reported a position in NVO in Q1 2023 and held it in 7 quarters. The position peaked at $375K in Q2 2024. 1,663 funds tracked by Wall St. Rank hold NVO as of Q4 2024.

  • CRA Financial Services reported no remaining Novo Nordisk position as of Q4 2024 after selling out during the quarter.
  • CRA Financial Services sold 2,742 Novo Nordisk shares in Q4 2024, an estimated $326K.
  • CRA Financial Services first reported a position in Novo Nordisk in Q1 2023 and held it in 7 quarters.
  • CRA Financial Services's Novo Nordisk position peaked at $375K in Q2 2024.
  • 1,663 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2024.

Based on CRA Financial Services's 13F filing for Q4 2024, filed 31 Jan 2025.