DWA
NVO

Douglass Winthrop Advisors’s Novo Nordisk NVO Stock Holding History

Douglass Winthrop 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
Q3 		– Sell
-1,576
Closed -$225K – 291
2024
Q2 		$225K Sell
1,576
-30
-2% -$3.98K ﹤0.01% 263
2024
Q1 		$206K Buy
+1,606
New +$191K ﹤0.01% 272
2018
Q3 		– Sell
-28,600
Closed -$660K – 278
2018
Q2 		$660K Sell
28,600
-2,600
-8% -$61.8K 0.03% 176
2018
Q1 		$768K Sell
31,200
-2,376
-7% -$62.4K 0.04% 161
2017
Q4 		$901K Sell
33,576
-5,624
-14% -$143K 0.05% 137
2017
Q3 		$944K Hold
39,200
– – 0.05% 125
2017
Q2 		$841K Buy
39,200
+2,600
+7% +$52.5K 0.05% 130
2017
Q1 		$627K Buy
36,600
+1,000
+3% +$17.4K 0.04% 143
2016
Q4 		$638K Buy
35,600
+14,812
+71% +$269K 0.04% 139
2016
Q3 		$432K Buy
20,788
+386
+2% +$9.57K 0.03% 168
2016
Q2 		$549K Sell
20,402
-2,000
-9% -$54.8K 0.04% 150
2016
Q1 		$607K Sell
22,402
-3,000
-12% -$80.4K 0.04% 147
2015
Q4 		$738K Buy
25,402
+8,482
+50% +$235K 0.05% 140
2015
Q3 		$459K Sell
16,920
-35,270
-68% -$999K 0.04% 164
2015
Q2 		$1.39M Hold
52,190
– – 0.11% 97
2015
Q1 		$1.39M Buy
52,190
+38,400
+278% +$884K 0.11% 97
2014
Q4 		$292K Sell
13,790
-80
-0.6% -$1.79K 0.03% 174
2014
Q3 		$330K Sell
13,870
-2,000
-13% -$46K 0.03% 158
2014
Q2 		$367K Sell
15,870
-1,000
-6% -$22.1K 0.03% 144
2014
Q1 		$385K Buy
+16,870
New +$359K 0.04% 135

Other funds holding NVO

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Douglass Winthrop Advisors's NVO Position: Q3 2024 in Review

Douglass Winthrop Advisors sold out of Novo Nordisk (NVO) in Q3 2024, closing a stake of 1,576 shares — an estimated $225K sold.

Douglass Winthrop Advisors first reported a position in NVO in Q1 2014 and held it in 20 quarters. The position peaked at $1.39M in Q2 2015. 1,786 funds tracked by Wall St. Rank hold NVO as of Q3 2024.

  • Douglass Winthrop Advisors reported no remaining Novo Nordisk position as of Q3 2024 after selling out during the quarter.
  • Douglass Winthrop Advisors sold 1,576 Novo Nordisk shares in Q3 2024, an estimated $225K.
  • Douglass Winthrop Advisors first reported a position in Novo Nordisk in Q1 2014 and held it in 20 quarters.
  • Douglass Winthrop Advisors's Novo Nordisk position peaked at $1.39M in Q2 2015.
  • 1,786 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2024.

Based on Douglass Winthrop Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.