HCWM
NVO

Harrison & Co Wealth Management’s Novo Nordisk NVO Stock Holding History

Harrison & Co Wealth Management’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
2022
Q4 		$1.16M Sell
17,196
-220
-1% -$12.9K 1.13% 23
2022
Q3 		$868K Sell
17,416
-1,390
-7% -$74.5K 0.92% 35
2022
Q2 		$1.05M Buy
18,806
+66
+0.4% +$3.66K 1% 29
2022
Q1 		$1.04M Sell
18,740
-898
-5% -$46.1K 0.91% 31
2021
Q4 		$1.1M Buy
+19,638
New +$1.06M 0.93% 32

Other funds holding NVO

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

Harrison & Co Wealth Management's NVO Position: Q4 2022 in Review

Harrison & Co Wealth Management reduced its Novo Nordisk (NVO) stake by 1.3% in Q4 2022, selling an estimated $12.9K and leaving 17,196 shares worth $1.16M. The position accounts for 1.13% of the portfolio, ranked #23.

Harrison & Co Wealth Management first reported a position in NVO in Q4 2021 and has held it in 5 quarters since. 1,048 funds tracked by Wall St. Rank hold NVO as of Q4 2022.

  • Harrison & Co Wealth Management held 17,196 shares of Novo Nordisk worth $1.16M as of Q4 2022.
  • Harrison & Co Wealth Management sold 220 Novo Nordisk shares in Q4 2022, an estimated $12.9K.
  • Novo Nordisk made up 1.13% of Harrison & Co Wealth Management's portfolio in Q4 2022, its #23 holding.
  • Harrison & Co Wealth Management first reported a position in Novo Nordisk in Q4 2021 and has held it in 5 quarters since.
  • 1,048 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2022.

Based on Harrison & Co Wealth Management's 13F filing for Q4 2022, filed 17 Jan 2023.