EIP
NVO

Epoch Investment Partners’s Novo Nordisk NVO Stock Holding History

Epoch Investment Partners’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 		– Sell
-14,131
Closed -$1.68M – 358
2024
Q3 		$1.68M Sell
14,131
-1
-0% -$133 0.01% 267
2024
Q2 		$2.02M Buy
14,132
+614
+5% +$81.4K 0.01% 267
2024
Q1 		$1.74M Sell
13,518
-1,232
-8% -$147K 0.01% 302
2023
Q4 		$1.53M Buy
14,750
+841
+6% +$83.2K 0.01% 324
2023
Q3 		$1.26M Buy
13,909
+515
+4% +$45.4K 0.01% 336
2023
Q2 		$1.08M Sell
13,394
-14,508
-52% -$1.19M 0.01% 355
2023
Q1 		$2.22M Sell
27,902
-162
-0.6% -$11.5K 0.01% 316
2022
Q4 		$1.9M Buy
28,064
+606
+2% +$35.5K 0.01% 314
2022
Q3 		$1.37M Sell
27,458
-458
-2% -$24.5K 0.01% 338
2022
Q2 		$1.55M Sell
27,916
-2,036
-7% -$113K 0.01% 340
2022
Q1 		$1.66M Buy
+29,952
New +$1.54M 0.01% 345

Other funds holding NVO

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Epoch Investment Partners's NVO Position: Q4 2024 in Review

Epoch Investment Partners sold out of Novo Nordisk (NVO) in Q4 2024, closing a stake of 14,131 shares — an estimated $1.68M sold.

Epoch Investment Partners first reported a position in NVO in Q1 2022 and held it in 11 quarters. The position peaked at $2.22M in Q1 2023. 1,663 funds tracked by Wall St. Rank hold NVO as of Q4 2024.

  • Epoch Investment Partners reported no remaining Novo Nordisk position as of Q4 2024 after selling out during the quarter.
  • Epoch Investment Partners sold 14,131 Novo Nordisk shares in Q4 2024, an estimated $1.68M.
  • Epoch Investment Partners first reported a position in Novo Nordisk in Q1 2022 and held it in 11 quarters.
  • Epoch Investment Partners's Novo Nordisk position peaked at $2.22M in Q1 2023.
  • 1,663 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2024.

Based on Epoch Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.