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 $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return