KIA
NVO

KCM Investment Advisors’s Novo Nordisk NVO Stock Holding History

KCM Investment 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
2024
Q3 		– Sell
-1,816
Closed -$259K – 378
2024
Q2 		$259K Buy
1,816
+100
+6% +$13.3K 0.01% 332
2024
Q1 		$220K Buy
+1,716
New +$204K 0.01% 361
2016
Q4 		– Sell
-10,358
Closed -$215K – 539
2016
Q3 		$215K Buy
10,358
+1,550
+18% +$38.4K 0.01% 506
2016
Q2 		$237K Sell
8,808
-54
-0.6% -$1.48K 0.02% 479
2016
Q1 		$240K Buy
8,862
+132
+2% +$3.54K 0.02% 468
2015
Q4 		$254K Sell
8,730
-760
-8% -$21K 0.02% 448
2015
Q3 		$257K Sell
9,490
-264
-3% -$7.47K 0.02% 450
2015
Q2 		$267K Buy
9,754
+414
+4% +$11.6K 0.02% 460
2015
Q1 		$249K Buy
+9,340
New +$215K 0.02% 466

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
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return