HoyleCohen’s Novo Nordisk NVO Stock Holding History

HoyleCohen’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 Q2	$2.95M	Buy	20,640 +643	+3%	+$85.2K	0.22%	90
2024 Q1	$2.57M	Buy	19,997 +10,777	+117%	+$1.28M	0.2%	101
2023 Q4	$954K	Buy	9,220 +920	+11%	+$91K	0.08%	147
2023 Q3	$755K	Buy	8,300 +14	+0.2%	+$1.23K	0.07%	153
2023 Q2	$670K	Sell	8,286 -214	-3%	-$17.5K	0.06%	167
2023 Q1	$676K	Hold	8,500	–	–	0.06%	159
2022 Q4	$575K	Sell	8,500 -30	-0.4%	-$1.76K	0.06%	174
2022 Q3	$425K	Hold	8,530	–	–	0.05%	182
2022 Q2	$475K	Hold	8,530	–	–	0.05%	182
2022 Q1	$474K	Hold	8,530	–	–	0.04%	192
2021 Q4	$478K	Buy	8,530 +100	+1%	+$5.42K	0.04%	198
2021 Q3	$405K	Sell	8,430 -150	-2%	-$7.25K	0.04%	197
2021 Q2	$359	Hold	8,580	–	–	0.03%	207
2021 Q1	$289K	Buy	+8,580	New	+$306K	0.03%	218

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

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

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

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

HoyleCohen's NVO Position: Q2 2024 in Review

HoyleCohen increased its Novo Nordisk (NVO) stake by 3.2% in Q2 2024, buying an estimated $85.2K and bringing the position to 20,640 shares worth $2.95M. The position accounts for 0.22% of the portfolio, ranked #90.

HoyleCohen first reported a position in NVO in Q1 2021 and has held it in 14 quarters since. 1,860 funds tracked by Wall St. Rank hold NVO as of Q2 2024.

HoyleCohen held 20,640 shares of Novo Nordisk worth $2.95M as of Q2 2024.
HoyleCohen bought 643 Novo Nordisk shares in Q2 2024, an estimated $85.2K.
Novo Nordisk made up 0.22% of HoyleCohen's portfolio in Q2 2024, its #90 holding.
HoyleCohen first reported a position in Novo Nordisk in Q1 2021 and has held it in 14 quarters since.
1,860 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2024.

Based on HoyleCohen's 13F filing for Q2 2024, filed 19 Jul 2024.