GF
NVO

Goodman Financial’s Novo Nordisk NVO Stock Holding History

Goodman Financial’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
Q3 		– Sell
-1,512
Closed -$216K – 67
2024
Q2 		$216K Buy
+1,512
New +$200K 0.05% 61
2018
Q1 		– Sell
-1,410
Closed -$38K – 108
2017
Q4 		$38K Buy
+1,410
New +$35.9K 0.02% 98
2016
Q1 		– Sell
-217,662
Closed -$6.32M – 45
2015
Q4 		$6.32M Sell
217,662
-1,808
-0.8% -$50K 3.83% 5
2015
Q3 		$5.95M Buy
219,470
+280
+0.1% +$7.93K 3.79% 7
2015
Q2 		$6M Sell
219,190
-3,230
-1% -$90.8K 3.76% 7
2015
Q1 		$5.94M Sell
222,420
-1,590
-0.7% -$36.6K 3.68% 5
2014
Q4 		$4.74M Buy
224,010
+680
+0.3% +$15.2K 3.21% 9
2014
Q3 		$5.32M Sell
223,330
-19,170
-8% -$441K 3.59% 8
2014
Q2 		$5.6M Sell
242,500
-1,430
-0.6% -$31.6K 3.35% 7
2014
Q1 		$5.57M Buy
243,930
+3,600
+1% +$76.7K 3.4% 6
2013
Q4 		$4.44M Sell
240,330
-5,720
-2% -$99.7K 2.82% 19
2013
Q3 		$4.16M Sell
246,050
-300
-0.1% -$5.05K 2.9% 15
2013
Q2 		$3.82M Buy
+246,350
New +$4.1M 2.88% 17

Other funds holding NVO

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Goodman Financial's NVO Position: Q3 2024 in Review

Goodman Financial sold out of Novo Nordisk (NVO) in Q3 2024, closing a stake of 1,512 shares — an estimated $216K sold.

Goodman Financial first reported a position in NVO in Q2 2013 and held it in 13 quarters. The position peaked at $6.32M in Q4 2015. 1,784 funds tracked by Wall St. Rank hold NVO as of Q3 2024.

  • Goodman Financial reported no remaining Novo Nordisk position as of Q3 2024 after selling out during the quarter.
  • Goodman Financial sold 1,512 Novo Nordisk shares in Q3 2024, an estimated $216K.
  • Goodman Financial first reported a position in Novo Nordisk in Q2 2013 and held it in 13 quarters.
  • Goodman Financial's Novo Nordisk position peaked at $6.32M in Q4 2015.
  • 1,784 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2024.

Based on Goodman Financial's 13F filing for Q3 2024, filed 13 Nov 2024.