GW
NVO

GW & Wade’s Novo Nordisk NVO Stock Holding History

GW & Wade’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
2023
Q4 		$915K Buy
8,845
+4,043
+84% +$400K 0.03% 236
2023
Q3 		$437K Buy
4,802
+992
+26% +$87.4K 0.02% 287
2023
Q2 		$308K Sell
3,810
-236
-6% -$19.3K 0.01% 320
2023
Q1 		$322K Buy
4,046
+440
+12% +$31.2K 0.01% 310
2022
Q4 		$244K Buy
+3,606
New +$211K 0.01% 339

Other funds holding NVO

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

GW & Wade's NVO Position: Q4 2023 in Review

GW & Wade increased its Novo Nordisk (NVO) stake by 84% in Q4 2023, buying an estimated $400K and bringing the position to 8,845 shares worth $915K. The position accounts for 0.03% of the portfolio, ranked #236.

GW & Wade first reported a position in NVO in Q4 2022 and has held it in 5 quarters since. 1,512 funds tracked by Wall St. Rank hold NVO as of Q4 2023.

  • GW & Wade held 8,845 shares of Novo Nordisk worth $915K as of Q4 2023.
  • GW & Wade bought 4,043 Novo Nordisk shares in Q4 2023, an estimated $400K.
  • Novo Nordisk made up 0.03% of GW & Wade's portfolio in Q4 2023, its #236 holding.
  • GW & Wade first reported a position in Novo Nordisk in Q4 2022 and has held it in 5 quarters since.
  • 1,512 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2023.

Based on GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.