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NVO

FormulaFolio Investments’s Novo Nordisk NVO Stock Holding History

FormulaFolio Investments’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
2021
Q1 		– Sell
-19,836
Closed -$693K – 692
2020
Q4 		$693K Buy
19,836
+11,298
+132% +$391K 0.01% 389
2020
Q3 		$296K Hold
8,538
– – 0.01% 258
2020
Q2 		$280K Sell
8,538
-150
-2% -$4.79K 0.01% 244
2020
Q1 		$262K Sell
8,688
-736
-8% -$21.9K 0.01% 233
2019
Q4 		$273K Buy
9,424
+1,192
+14% +$33K 0.01% 319
2019
Q3 		$213K Sell
8,232
-62
-0.7% -$1.57K 0.01% 321
2019
Q2 		$212K Sell
8,294
-160
-2% -$3.95K 0.01% 301
2019
Q1 		$221K Sell
8,454
-964
-10% -$23.7K 0.01% 306
2018
Q4 		$222K Hold
9,418
– – 0.01% 296
2018
Q3 		$222K Sell
9,418
-220
-2% -$5.37K 0.01% 296
2018
Q2 		$222K Buy
9,638
+2
+0% +$48 0.01% 281
2018
Q1 		$237K Sell
9,636
-7,140
-43% -$187K 0.01% 245
2017
Q4 		$450K Buy
16,776
+802
+5% +$20.4K 0.03% 176
2017
Q3 		$385K Buy
15,974
+2
+0% +$45 0.03% 164
2017
Q2 		$343K Sell
15,972
-120
-0.7% -$2.42K 0.03% 160
2017
Q1 		$276K Buy
+16,092
New +$280K 0.03% 170

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FormulaFolio Investments's NVO Position: Q1 2021 in Review

FormulaFolio Investments sold out of Novo Nordisk (NVO) in Q1 2021, closing a stake of 19,836 shares — an estimated $693K sold.

FormulaFolio Investments first reported a position in NVO in Q1 2017 and held it in 16 quarters. The position peaked at $693K in Q4 2020. 707 funds tracked by Wall St. Rank hold NVO as of Q1 2021.

  • FormulaFolio Investments reported no remaining Novo Nordisk position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 19,836 Novo Nordisk shares in Q1 2021, an estimated $693K.
  • FormulaFolio Investments first reported a position in Novo Nordisk in Q1 2017 and held it in 16 quarters.
  • FormulaFolio Investments's Novo Nordisk position peaked at $693K in Q4 2020.
  • 707 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.