CCA
NVO

Criterion Capital Advisors’s Novo Nordisk NVO Stock Holding History

Criterion Capital 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
Q4 		$1.25M Hold
8,762
– – 0.79% 37
2024
Q3 		$1.25M Hold
8,762
– – 0.79% 37
2024
Q2 		$1.25M Hold
8,762
– – 0.79% 37
2024
Q1 		$1.13M Buy
8,762
+1,654
+23% +$197K 0.75% 36
2023
Q4 		$735K Buy
+7,108
New +$703K 0.53% 41

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

Criterion Capital Advisors's NVO Position: Q4 2024 in Review

Criterion Capital Advisors held its Novo Nordisk (NVO) position steady in Q4 2024 at 8,762 shares worth $1.25M. The position accounts for 0.79% of the portfolio, ranked #37.

Criterion Capital Advisors first reported a position in NVO in Q4 2023 and has held it in 5 quarters since. 1,663 funds tracked by Wall St. Rank hold NVO as of Q4 2024.

  • Criterion Capital Advisors held 8,762 shares of Novo Nordisk worth $1.25M as of Q4 2024.
  • Criterion Capital Advisors left its Novo Nordisk share count unchanged in Q4 2024.
  • Novo Nordisk made up 0.79% of Criterion Capital Advisors's portfolio in Q4 2024, its #37 holding.
  • Criterion Capital Advisors first reported a position in Novo Nordisk in Q4 2023 and has held it in 5 quarters since.
  • 1,663 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.