EWM
NVO

Elmwood Wealth Management’s Novo Nordisk NVO Stock Holding History

Elmwood Wealth 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
2022
Q1 		– Sell
-1,664
Closed -$93K – 243
2021
Q4 		$93K Buy
+1,664
New +$90.1K 0.04% 155
2021
Q2 		$8K Buy
+200
New +$7.75K ﹤0.01% 269
2019
Q1 		– Sell
-1,000
Closed -$23K – 294
2018
Q4 		$23K Buy
+1,000
New +$22.2K 0.02% 152

Other funds holding NVO

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Elmwood Wealth Management's NVO Position: Q1 2022 in Review

Elmwood Wealth Management sold out of Novo Nordisk (NVO) in Q1 2022, closing a stake of 1,664 shares — an estimated $93K sold.

Elmwood Wealth Management first reported a position in NVO in Q4 2018 and held it in 3 quarters. The position peaked at $93K in Q4 2021. 902 funds tracked by Wall St. Rank hold NVO as of Q1 2022.

  • Elmwood Wealth Management reported no remaining Novo Nordisk position as of Q1 2022 after selling out during the quarter.
  • Elmwood Wealth Management sold 1,664 Novo Nordisk shares in Q1 2022, an estimated $93K.
  • Elmwood Wealth Management first reported a position in Novo Nordisk in Q4 2018 and held it in 3 quarters.
  • Elmwood Wealth Management's Novo Nordisk position peaked at $93K in Q4 2021.
  • 902 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.