Evelyn V. Moreno’s Novo Nordisk NVO Stock Holding History

Evelyn V. Moreno’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
2023 Q4	$1.11M	Hold	10,740	–	–	0.52%	52
2023 Q3	$977K	Buy	10,740 +2,762	+35%	+$243K	0.21%	64
2023 Q2	$646K	Sell	7,978 -1,000	-11%	-$81.7K	0.14%	68
2023 Q1	$714K	Hold	8,978	–	–	0.16%	64
2022 Q4	$608K	Buy	8,978 +1,000	+13%	+$58.6K	0.14%	82
2022 Q3	$397K	Sell	7,978 -1,000	-11%	-$53.6K	0.18%	96
2022 Q2	$500K	Buy	8,978 +500	+6%	+$27.7K	0.12%	88
2022 Q1	$471K	Buy	+8,478	New	+$435K	0.1%	67

Other funds holding NVO

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

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

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

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

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Evelyn V. Moreno's NVO Position: Q4 2023 in Review

Evelyn V. Moreno held its Novo Nordisk (NVO) position steady in Q4 2023 at 10,740 shares worth $1.11M. The position accounts for 0.52% of the portfolio, ranked #52.

Evelyn V. Moreno first reported a position in NVO in Q1 2022 and has held it in 8 quarters since. 1,511 funds tracked by Wall St. Rank hold NVO as of Q4 2023.

Evelyn V. Moreno held 10,740 shares of Novo Nordisk worth $1.11M as of Q4 2023.
Evelyn V. Moreno left its Novo Nordisk share count unchanged in Q4 2023.
Novo Nordisk made up 0.52% of Evelyn V. Moreno's portfolio in Q4 2023, its #52 holding.
Evelyn V. Moreno first reported a position in Novo Nordisk in Q1 2022 and has held it in 8 quarters since.
1,511 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.