Intersect Capital’s Novo Nordisk NVO Stock Holding History

Intersect Capital’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 Q2	$434K	Buy	7,792 +644	+9%	+$35.7K	0.13%	170
2022 Q1	$397K	Buy	7,148 +592	+9%	+$30.4K	0.08%	242
2021 Q4	$367K	Buy	6,556 +364	+6%	+$19.7K	0.07%	264
2021 Q3	$297K	Buy	6,192 +1,358	+28%	+$65.7K	0.05%	284
2021 Q2	$202K	Buy	+4,834	New	+$187K	0.04%	353
2015 Q2	–	Sell	-1,546	Closed	-$43K	–	278
2015 Q1	$43K	Buy	1,546 +500	+48%	+$11.5K	0.03%	198
2014 Q4	$22K	Buy	+1,046	New	+$23.4K	0.02%	274

Other funds holding NVO

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Intersect Capital's NVO Position: Q2 2022 in Review

Intersect Capital increased its Novo Nordisk (NVO) stake by 9% in Q2 2022, buying an estimated $35.7K and bringing the position to 7,792 shares worth $434K. The position accounts for 0.13% of the portfolio, ranked #170.

Intersect Capital first reported a position in NVO in Q4 2014 and has held it in 7 quarters since. 932 funds tracked by Wall St. Rank hold NVO as of Q2 2022.

Intersect Capital held 7,792 shares of Novo Nordisk worth $434K as of Q2 2022.
Intersect Capital bought 644 Novo Nordisk shares in Q2 2022, an estimated $35.7K.
Novo Nordisk made up 0.13% of Intersect Capital's portfolio in Q2 2022, its #170 holding.
Intersect Capital first reported a position in Novo Nordisk in Q4 2014 and has held it in 7 quarters since.
932 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.