Evercore Wealth Management’s Novo Nordisk NVO Stock Holding History

Evercore 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
2015 Q4	–	Sell	-122,380	Closed	-$3.32M	–	1048
2015 Q3	$3.32M	Hold	122,380	–	–	0.16%	105
2015 Q2	$3.35M	Buy	122,380 +7,400	+6%	+$208K	0.15%	113
2015 Q1	$3.07M	Buy	114,980 +3,050	+3%	+$70.2K	0.14%	114
2014 Q4	$2.37M	Buy	111,930 +5,650	+5%	+$126K	0.12%	115
2014 Q3	$2.53M	Buy	106,280 +1,030	+1%	+$23.7K	0.13%	127
2014 Q2	$2.43M	Sell	105,250 -860	-0.8%	-$19K	0.13%	127
2014 Q1	$2.42M	Sell	106,110 -36,700	-26%	-$782K	0.14%	126
2013 Q4	$2.64M	Buy	142,810 +30,730	+27%	+$536K	0.15%	127
2013 Q3	$1.9M	Buy	112,080 +670	+0.6%	+$11.3K	0.11%	164
2013 Q2	$1.73M	Buy	+111,410	New	+$1.85M	0.1%	167

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

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

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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Evercore Wealth Management's NVO Position: Q4 2015 in Review

Evercore Wealth Management sold out of Novo Nordisk (NVO) in Q4 2015, closing a stake of 122,380 shares — an estimated $3.32M sold.

Evercore Wealth Management first reported a position in NVO in Q2 2013 and held it in 10 quarters. The position peaked at $3.35M in Q2 2015. 548 funds tracked by Wall St. Rank hold NVO as of Q4 2015.

Evercore Wealth Management reported no remaining Novo Nordisk position as of Q4 2015 after selling out during the quarter.
Evercore Wealth Management sold 122,380 Novo Nordisk shares in Q4 2015, an estimated $3.32M.
Evercore Wealth Management first reported a position in Novo Nordisk in Q2 2013 and held it in 10 quarters.
Evercore Wealth Management's Novo Nordisk position peaked at $3.35M in Q2 2015.
548 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2015.

Based on Evercore Wealth Management's 13F filing for Q4 2015, filed 16 Feb 2016.