FTDI
NVO

First Trust Direct Indexing’s Novo Nordisk NVO Stock Holding History

First Trust Direct Indexing’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
-72,828
Closed -$8.67M – 620
2024
Q3 		$8.67M Buy
72,828
+1,198
+2% +$160K 0.47% 29
2024
Q2 		$10.2M Buy
71,630
+2,782
+4% +$369K 0.63% 19
2024
Q1 		$8.84M Buy
68,848
+61
+0.1% +$7.26K 0.66% 19
2023
Q4 		$7.12M Buy
68,787
+7,647
+13% +$756K 0.64% 22
2023
Q3 		$5.56M Buy
61,140
+462
+0.8% +$40.7K 0.64% 21
2023
Q2 		$4.91M Sell
60,678
-528
-0.9% -$43.1K 0.55% 25
2023
Q1 		$4.87M Buy
61,206
+1,886
+3% +$134K 0.58% 23
2022
Q4 		$4.01M Buy
59,320
+3,080
+5% +$181K 0.53% 31
2022
Q3 		$2.8M Buy
56,240
+798
+1% +$42.7K 0.41% 42
2022
Q2 		$3.09M Buy
55,442
+1,150
+2% +$63.8K 0.43% 39
2022
Q1 		$3.02M Buy
54,292
+3,252
+6% +$167K 0.37% 45
2021
Q4 		$2.86M Buy
51,040
+1,098
+2% +$59.5K 0.37% 47
2021
Q3 		$2.4M Buy
49,942
+1,096
+2% +$53K 0.34% 50
2021
Q2 		$2.05M Buy
48,846
+33,932
+228% +$1.32M 0.31% 62
2021
Q1 		$503K Buy
14,914
+2,366
+19% +$84.3K 0.13% 212
2020
Q4 		$438K Buy
+12,548
New +$434K 0.12% 213

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

First Trust Direct Indexing's NVO Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Novo Nordisk (NVO) in Q4 2024, closing a stake of 72,828 shares — an estimated $8.67M sold.

First Trust Direct Indexing first reported a position in NVO in Q4 2020 and held it in 16 quarters. The position peaked at $10.2M in Q2 2024. 1,663 funds tracked by Wall St. Rank hold NVO as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Novo Nordisk position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 72,828 Novo Nordisk shares in Q4 2024, an estimated $8.67M.
  • First Trust Direct Indexing first reported a position in Novo Nordisk in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's Novo Nordisk position peaked at $10.2M in Q2 2024.
  • 1,663 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.