HF
NVO

Halpern Financial’s Novo Nordisk NVO Stock Holding History

Halpern 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 		$5.82K Sell
50
-163
-77% -$21.7K ﹤0.01% 178
2024
Q2 		$30.4K Buy
213
+113
+113% +$15K 0.01% 106
2024
Q1 		$12.7K Hold
100
– – ﹤0.01% 156
2023
Q4 		$10.4K Hold
100
– – ﹤0.01% 184
2023
Q3 		$9.09K Hold
100
– – ﹤0.01% 158
2023
Q2 		$8.09K Hold
100
– – ﹤0.01% 171
2023
Q1 		$7.96K Hold
100
– – ﹤0.01% 137
2022
Q4 		$6.77K Buy
+100
New +$5.86K ﹤0.01% 147

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

Halpern Financial's NVO Position: Q3 2024 in Review

Halpern Financial reduced its Novo Nordisk (NVO) stake by 77% in Q3 2024, selling an estimated $21.7K and leaving 50 shares worth $5.82K. The position accounts for ﹤0.01% of the portfolio, ranked #178.

Halpern Financial first reported a position in NVO in Q4 2022 and has held it in 8 quarters since. The position peaked at $30.4K in Q2 2024. 1,784 funds tracked by Wall St. Rank hold NVO as of Q3 2024.

  • Halpern Financial held 50 shares of Novo Nordisk worth $5.82K as of Q3 2024.
  • Halpern Financial sold 163 Novo Nordisk shares in Q3 2024, an estimated $21.7K.
  • Novo Nordisk made up ﹤0.01% of Halpern Financial's portfolio in Q3 2024, its #178 holding.
  • Halpern Financial first reported a position in Novo Nordisk in Q4 2022 and has held it in 8 quarters since.
  • Halpern Financial's Novo Nordisk position peaked at $30.4K in Q2 2024.
  • 1,784 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.