Diversified’s Novo Nordisk NVO Stock Holding History

Diversified’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	$740K	Buy	6,216 +93	+2%	+$12.4K	0.08%	94
2024 Q2	$874K	Buy	6,123 +509	+9%	+$67.4K	0.1%	75
2024 Q1	$721K	Buy	5,614 +617	+12%	+$73.4K	0.1%	61
2023 Q4	$517K	Sell	4,997 -42	-0.8%	-$4.15K	0.11%	75
2023 Q3	$458K	Buy	5,039 +643	+15%	+$56.6K	0.12%	79
2023 Q2	$356K	Sell	4,396 -84	-2%	-$6.86K	0.09%	93
2023 Q1	$356K	Buy	4,480 +22	+0.5%	+$1.56K	0.13%	93
2022 Q4	$302K	Buy	+4,458	New	+$261K	0.12%	107
2022 Q3	–	Sell	-3,918	Closed	-$218K	–	127
2022 Q2	$218K	Buy	3,918 +10	+0.3%	+$555	0.09%	93
2022 Q1	$217K	Hold	3,908	–	–	0.09%	109
2021 Q4	$219K	Buy	+3,908	New	+$212K	0.09%	106
2021 Q1	–	Sell	-3,870	Closed	-$134K	–	251
2020 Q4	$134K	Buy	+3,870	New	+$134K	0.11%	112

Other funds holding NVO

Jennison Associates New York $167B AUM 44.17% 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 $336B AUM 34.66% 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's NVO Position: Q3 2024 in Review

Diversified increased its Novo Nordisk (NVO) stake by 1.5% in Q3 2024, buying an estimated $12.4K and bringing the position to 6,216 shares worth $740K. The position accounts for 0.08% of the portfolio, ranked #94.

Diversified first reported a position in NVO in Q4 2020 and has held it in 12 quarters since. The position peaked at $874K in Q2 2024. 1,786 funds tracked by Wall St. Rank hold NVO as of Q3 2024.

Diversified held 6,216 shares of Novo Nordisk worth $740K as of Q3 2024.
Diversified bought 93 Novo Nordisk shares in Q3 2024, an estimated $12.4K.
Novo Nordisk made up 0.08% of Diversified's portfolio in Q3 2024, its #94 holding.
Diversified first reported a position in Novo Nordisk in Q4 2020 and has held it in 12 quarters since.
Diversified's Novo Nordisk position peaked at $874K in Q2 2024.
1,786 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2024.

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