IFAM
NVO

Institutional & Family Asset Management’s Novo Nordisk NVO Stock Holding History

Institutional & Family Asset 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
2024
Q2 		$10.3K Hold
72
– – ﹤0.01% 412
2024
Q1 		$9.24K Buy
72
+32
+80% +$3.81K ﹤0.01% 419
2023
Q4 		$4.14K Hold
40
– – ﹤0.01% 503
2023
Q3 		$3.64K Hold
40
– – ﹤0.01% 504
2023
Q2 		$3.24K Hold
40
– – ﹤0.01% 533
2023
Q1 		$3.18K Sell
40
-30
-43% -$2.13K ﹤0.01% 523
2022
Q4 		$4.74K Buy
70
+42
+150% +$2.46K ﹤0.01% 479
2022
Q3 		$1K Hold
28
– – ﹤0.01% 659
2022
Q2 		$2K Hold
28
– – ﹤0.01% 613
2022
Q1 		$2K Hold
28
– – ﹤0.01% 656
2021
Q4 		$2K Sell
28
-16
-36% -$867 ﹤0.01% 676
2021
Q3 		$2K Hold
44
– – ﹤0.01% 784
2021
Q2 		$2K Hold
44
– – ﹤0.01% 831
2021
Q1 		$1K Hold
44
– – ﹤0.01% 882
2020
Q4 		$2K Hold
44
– – ﹤0.01% 778
2020
Q3 		$2K Sell
44
-5,786
-99% -$193K ﹤0.01% 715
2020
Q2 		$191K Buy
5,830
+30
+0.5% +$957 0.04% 178
2020
Q1 		$175K Hold
5,800
– – 0.04% 159
2019
Q4 		$168K Sell
5,800
-700
-11% -$19.4K 0.04% 183
2019
Q3 		$168K Hold
6,500
– – 0.04% 171
2019
Q2 		$166K Hold
6,500
– – 0.04% 178
2019
Q1 		$170K Hold
6,500
– – 0.04% 190
2018
Q4 		$150K Hold
6,500
– – 0.03% 183
2018
Q3 		$153K Hold
6,500
– – 0.03% 219
2018
Q2 		$150K Buy
6,500
+150
+2% +$3.56K 0.03% 216
2018
Q1 		$156K Buy
+6,350
New +$167K 0.03% 190

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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

Institutional & Family Asset Management's NVO Position: Q2 2024 in Review

Institutional & Family Asset Management held its Novo Nordisk (NVO) position steady in Q2 2024 at 72 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #412.

Institutional & Family Asset Management first reported a position in NVO in Q1 2018 and has held it in 26 quarters since. The position peaked at $191K in Q2 2020. 1,861 funds tracked by Wall St. Rank hold NVO as of Q2 2024.

  • Institutional & Family Asset Management held 72 shares of Novo Nordisk worth $10.3K as of Q2 2024.
  • Institutional & Family Asset Management left its Novo Nordisk share count unchanged in Q2 2024.
  • Novo Nordisk made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #412 holding.
  • Institutional & Family Asset Management first reported a position in Novo Nordisk in Q1 2018 and has held it in 26 quarters since.
  • Institutional & Family Asset Management's Novo Nordisk position peaked at $191K in Q2 2020.
  • 1,861 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.