EFH
NVO

Eaton Financial Holdings’s Novo Nordisk NVO Stock Holding History

Eaton Financial Holdings’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
Q1 		– Sell
-1,989
Closed -$206K – 129
2023
Q4 		$206K Buy
+1,989
New +$197K 0.05% 148

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

Eaton Financial Holdings's NVO Position: Q1 2024 in Review

Eaton Financial Holdings sold out of Novo Nordisk (NVO) in Q1 2024, closing a stake of 1,989 shares — an estimated $206K sold.

Eaton Financial Holdings first reported a position in NVO in Q4 2023 and held it in 1 quarter. The position peaked at $206K in Q4 2023. 1,744 funds tracked by Wall St. Rank hold NVO as of Q1 2024.

  • Eaton Financial Holdings reported no remaining Novo Nordisk position as of Q1 2024 after selling out during the quarter.
  • Eaton Financial Holdings sold 1,989 Novo Nordisk shares in Q1 2024, an estimated $206K.
  • Eaton Financial Holdings first reported a position in Novo Nordisk in Q4 2023 and held it in 1 quarter.
  • Eaton Financial Holdings's Novo Nordisk position peaked at $206K in Q4 2023.
  • 1,744 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2024.

Based on Eaton Financial Holdings's 13F filing for Q1 2024, filed 19 Apr 2024.