Diversified Portfolios Inc’s Novo Nordisk NVO Stock Holding History

Diversified Portfolios Inc’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 Q3	–	Sell	-10,236	Closed	-$1.46M	–	142
2024 Q2	$1.46M	Buy	+10,236	New	+$1.36M	0.19%	64
2023 Q2	–	Sell	-20,000	Closed	-$1.59M	–	131
2023 Q1	$1.59M	Hold	20,000	–	–	0.35%	42
2022 Q4	$1.35M	Hold	20,000	–	–	0.31%	42
2022 Q3	$996K	Hold	20,000	–	–	0.27%	50
2022 Q2	$1.11M	Hold	20,000	–	–	0.31%	45
2022 Q1	$1.11M	Hold	20,000	–	–	0.27%	55
2021 Q4	$1.12M	Hold	20,000	–	–	0.27%	52
2021 Q3	$960K	Hold	20,000	–	–	0.27%	47
2021 Q2	$838K	Hold	20,000	–	–	0.32%	43
2021 Q1	$674K	Hold	20,000	–	–	0.22%	48
2020 Q4	$699K	Buy	+20,000	New	+$691K	0.25%	41

Other funds holding NVO

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Diversified Portfolios Inc's NVO Position: Q3 2024 in Review

Diversified Portfolios Inc sold out of Novo Nordisk (NVO) in Q3 2024, closing a stake of 10,236 shares — an estimated $1.46M sold.

Diversified Portfolios Inc first reported a position in NVO in Q4 2020 and held it in 11 quarters. The position peaked at $1.59M in Q1 2023. 1,784 funds tracked by Wall St. Rank hold NVO as of Q3 2024.

Diversified Portfolios Inc reported no remaining Novo Nordisk position as of Q3 2024 after selling out during the quarter.
Diversified Portfolios Inc sold 10,236 Novo Nordisk shares in Q3 2024, an estimated $1.46M.
Diversified Portfolios Inc first reported a position in Novo Nordisk in Q4 2020 and held it in 11 quarters.
Diversified Portfolios Inc's Novo Nordisk position peaked at $1.59M in Q1 2023.
1,784 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2024.

Based on Diversified Portfolios Inc's 13F filing for Q3 2024, filed 6 Nov 2024.