CS
NVO

Credential Securities’s Novo Nordisk NVO Stock Holding History

Credential Securities’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
2018
Q2 		$437K Sell
18,944
-1,414
-7% -$33.6K 0.1% 121
2018
Q1 		$501K Sell
20,358
-124
-0.6% -$3.26K 0.12% 119
2017
Q4 		$550K Sell
20,482
-6
-0% -$153 0.13% 118
2017
Q3 		$493K Sell
20,488
-1,040
-5% -$23.5K 0.13% 121
2017
Q2 		$457K Buy
21,528
+20,114
+1,422% +$406K 0.14% 121
2017
Q1 		$24.2K Buy
1,414
+1,030
+268% +$17.9K 0.01% 228
2016
Q4 		$6.88K Hold
384
– – ﹤0.01% 228
2016
Q3 		$7.98K Buy
384
+300
+357% +$7.44K ﹤0.01% 218
2016
Q2 		$2.26K Buy
84
+34
+68% +$932 ﹤0.01% 215
2016
Q1 		$1.35K Sell
50
-22,650
-100% -$607K ﹤0.01% 214
2015
Q4 		$659K Buy
22,700
+656
+3% +$18.2K 0.43% 76
2015
Q3 		$598K Buy
22,044
+86
+0.4% +$2.44K 0.42% 75
2015
Q2 		$601K Buy
21,958
+428
+2% +$12K 0.38% 81
2015
Q1 		$575K Sell
21,530
-9,852
-31% -$227K 0.37% 86
2014
Q4 		$664K Buy
31,382
+15,078
+92% +$337K 0.43% 72
2014
Q3 		$394K Buy
16,304
+884
+6% +$20.3K 0.26% 105
2014
Q2 		$356K Buy
15,420
+1,444
+10% +$31.9K 0.24% 108
2014
Q1 		$319K Buy
+13,976
New +$298K 0.24% 106

Other funds holding NVO

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Credential Securities's NVO Position: Q2 2018 in Review

Credential Securities reduced its Novo Nordisk (NVO) stake by 6.9% in Q2 2018, selling an estimated $33.6K and leaving 18,944 shares worth $437K. The position accounts for 0.1% of the portfolio, ranked #121.

Credential Securities first reported a position in NVO in Q1 2014 and has held it in 18 quarters since. The position peaked at $664K in Q4 2014. 537 funds tracked by Wall St. Rank hold NVO as of Q2 2018.

  • Credential Securities held 18,944 shares of Novo Nordisk worth $437K as of Q2 2018.
  • Credential Securities sold 1,414 Novo Nordisk shares in Q2 2018, an estimated $33.6K.
  • Novo Nordisk made up 0.1% of Credential Securities's portfolio in Q2 2018, its #121 holding.
  • Credential Securities first reported a position in Novo Nordisk in Q1 2014 and has held it in 18 quarters since.
  • Credential Securities's Novo Nordisk position peaked at $664K in Q4 2014.
  • 537 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2018.

Based on Credential Securities's 13F filing for Q2 2018, filed 21 Jul 2025.