Eagle Ridge Investment Management’s Novo Nordisk NVO Stock Holding History

Eagle Ridge Investment Management’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 Q4	$326K	Hold	3,789	–	–	0.03%	116
2024 Q3	$451K	Buy	3,789 +77	+2%	+$10.3K	0.04%	104
2024 Q2	$530K	Hold	3,712	–	–	0.05%	99
2024 Q1	$477K	Hold	3,712	–	–	0.04%	102
2023 Q4	$384K	Buy	3,712 +562	+18%	+$55.6K	0.04%	110
2023 Q3	$286K	Hold	3,150	–	–	0.03%	125
2023 Q2	$255K	Hold	3,150	–	–	0.03%	134
2023 Q1	$251K	Hold	3,150	–	–	0.03%	139
2022 Q4	$213K	Buy	+3,150	New	+$185K	0.02%	148
2021 Q4	–	Sell	-4,480	Closed	-$215K	–	159
2021 Q3	$215K	Buy	+4,480	New	+$217K	0.02%	139

Other funds holding NVO

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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

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

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

Eagle Ridge Investment Management's NVO Position: Q4 2024 in Review

Eagle Ridge Investment Management held its Novo Nordisk (NVO) position steady in Q4 2024 at 3,789 shares worth $326K. The position accounts for 0.03% of the portfolio, ranked #116.

Eagle Ridge Investment Management first reported a position in NVO in Q3 2021 and has held it in 10 quarters since. The position peaked at $530K in Q2 2024. 1,663 funds tracked by Wall St. Rank hold NVO as of Q4 2024.

Eagle Ridge Investment Management held 3,789 shares of Novo Nordisk worth $326K as of Q4 2024.
Eagle Ridge Investment Management left its Novo Nordisk share count unchanged in Q4 2024.
Novo Nordisk made up 0.03% of Eagle Ridge Investment Management's portfolio in Q4 2024, its #116 holding.
Eagle Ridge Investment Management first reported a position in Novo Nordisk in Q3 2021 and has held it in 10 quarters since.
Eagle Ridge Investment Management's Novo Nordisk position peaked at $530K in Q2 2024.
1,663 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2024.

Based on Eagle Ridge Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.