Graves Light Lenhart Wealth’s Novo Nordisk NVO Stock Holding History

Graves Light Lenhart Wealth’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	-1,536	Closed	-$223K	–	194
2024 Q2	$223K	Sell	1,536 -41	-3%	-$5.43K	0.03%	166
2024 Q1	$202K	Sell	1,577 -377	-19%	-$44.9K	0.02%	176
2023 Q4	$202K	Buy	+1,954	New	+$193K	0.03%	173
2022 Q3	–	Sell	-1,700	Closed	-$95K	–	439
2022 Q2	$95K	Hold	1,700	–	–	0.01%	238
2022 Q1	$94K	Sell	1,700 -822	-33%	-$42.2K	0.01%	276
2021 Q4	$141K	Hold	2,522	–	–	0.02%	240
2021 Q3	$121K	Sell	2,522 -166	-6%	-$8.03K	0.02%	249
2021 Q2	$113K	Sell	2,688 -670	-20%	-$26K	0.02%	259
2021 Q1	$113K	Hold	3,358	–	–	0.02%	253
2020 Q4	$117K	Buy	+3,358	New	+$116K	0.02%	235

Other funds holding NVO

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

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Graves Light Lenhart Wealth's NVO Position: Q3 2024 in Review

Graves Light Lenhart Wealth sold out of Novo Nordisk (NVO) in Q3 2024, closing a stake of 1,536 shares — an estimated $223K sold.

Graves Light Lenhart Wealth first reported a position in NVO in Q4 2020 and held it in 10 quarters. The position peaked at $223K in Q2 2024. 1,784 funds tracked by Wall St. Rank hold NVO as of Q3 2024.

Graves Light Lenhart Wealth reported no remaining Novo Nordisk position as of Q3 2024 after selling out during the quarter.
Graves Light Lenhart Wealth sold 1,536 Novo Nordisk shares in Q3 2024, an estimated $223K.
Graves Light Lenhart Wealth first reported a position in Novo Nordisk in Q4 2020 and held it in 10 quarters.
Graves Light Lenhart Wealth's Novo Nordisk position peaked at $223K in Q2 2024.
1,784 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2024.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2024, filed 14 Nov 2024.