IA
NVO

Independence Advisors’s Novo Nordisk NVO Stock Holding History

Independence Advisors’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
2020
Q3 		$216K Hold
6,230
– – 0.05% 98
2020
Q2 		$204K Buy
+6,230
New +$199K 0.05% 95

Other funds holding NVO

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

Independence Advisors's NVO Position: Q3 2020 in Review

Independence Advisors held its Novo Nordisk (NVO) position steady in Q3 2020 at 6,230 shares worth $216K. The position accounts for 0.05% of the portfolio, ranked #98.

Independence Advisors first reported a position in NVO in Q2 2020 and has held it in 2 quarters since. 659 funds tracked by Wall St. Rank hold NVO as of Q3 2020.

  • Independence Advisors held 6,230 shares of Novo Nordisk worth $216K as of Q3 2020.
  • Independence Advisors left its Novo Nordisk share count unchanged in Q3 2020.
  • Novo Nordisk made up 0.05% of Independence Advisors's portfolio in Q3 2020, its #98 holding.
  • Independence Advisors first reported a position in Novo Nordisk in Q2 2020 and has held it in 2 quarters since.
  • 659 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.