DJYG
NVO

David J. Yvars Group’s Novo Nordisk NVO Stock Holding History

David J. Yvars Group’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
-31,838
Closed -$3.79M – 85
2024
Q3 		$3.79M Buy
31,838
+623
+2% +$83.1K 2.35% 12
2024
Q2 		$4.46M Buy
31,215
+181
+0.6% +$24K 2.79% 10
2024
Q1 		$3.98M Buy
31,034
+2,862
+10% +$341K 2.69% 11
2023
Q4 		$2.91M Buy
+28,172
New +$2.79M 2.34% 14

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

David J. Yvars Group's NVO Position: Q4 2024 in Review

David J. Yvars Group sold out of Novo Nordisk (NVO) in Q4 2024, closing a stake of 31,838 shares — an estimated $3.79M sold.

David J. Yvars Group first reported a position in NVO in Q4 2023 and held it in 4 quarters. The position peaked at $4.46M in Q2 2024. 1,663 funds tracked by Wall St. Rank hold NVO as of Q4 2024.

  • David J. Yvars Group reported no remaining Novo Nordisk position as of Q4 2024 after selling out during the quarter.
  • David J. Yvars Group sold 31,838 Novo Nordisk shares in Q4 2024, an estimated $3.79M.
  • David J. Yvars Group first reported a position in Novo Nordisk in Q4 2023 and held it in 4 quarters.
  • David J. Yvars Group's Novo Nordisk position peaked at $4.46M in Q2 2024.
  • 1,663 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2024.

Based on David J. Yvars Group's 13F filing for Q4 2024, filed 14 Jan 2025.