DI
NVO

DFPG Investments’s Novo Nordisk NVO Stock Holding History

DFPG Investments’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
2023
Q4 		$3.03M Buy
29,246
+3,064
+12% +$303K 0.24% 106
2023
Q3 		$2.62M Buy
26,182
+3,706
+16% +$326K 0.24% 105
2023
Q2 		$1.8M Buy
22,476
+3,800
+20% +$310K 0.16% 135
2023
Q1 		$1.49M Buy
18,676
+1,220
+7% +$86.5K 0.16% 138
2022
Q4 		$1.16M Buy
+17,456
New +$1.02M 0.19% 124

Other funds holding NVO

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

DFPG Investments's NVO Position: Q4 2023 in Review

DFPG Investments increased its Novo Nordisk (NVO) stake by 12% in Q4 2023, buying an estimated $303K and bringing the position to 29,246 shares worth $3.03M. The position accounts for 0.24% of the portfolio, ranked #106.

DFPG Investments first reported a position in NVO in Q4 2022 and has held it in 5 quarters since. 1,511 funds tracked by Wall St. Rank hold NVO as of Q4 2023.

  • DFPG Investments held 29,246 shares of Novo Nordisk worth $3.03M as of Q4 2023.
  • DFPG Investments bought 3,064 Novo Nordisk shares in Q4 2023, an estimated $303K.
  • Novo Nordisk made up 0.24% of DFPG Investments's portfolio in Q4 2023, its #106 holding.
  • DFPG Investments first reported a position in Novo Nordisk in Q4 2022 and has held it in 5 quarters since.
  • 1,511 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.