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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

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

KCM Investment Advisors's NVO Position: Q3 2024 in Review

KCM Investment Advisors sold out of Novo Nordisk (NVO) in Q3 2024, closing a stake of 1,816 shares — an estimated $259K sold.

KCM Investment Advisors first reported a position in NVO in Q1 2015 and held it in 9 quarters. The position peaked at $267K in Q2 2015. 1,787 funds tracked by Wall St. Rank hold NVO as of Q3 2024.

KCM Investment Advisors reported no remaining Novo Nordisk position as of Q3 2024 after selling out during the quarter.
KCM Investment Advisors sold 1,816 Novo Nordisk shares in Q3 2024, an estimated $259K.
KCM Investment Advisors first reported a position in Novo Nordisk in Q1 2015 and held it in 9 quarters.
KCM Investment Advisors's Novo Nordisk position peaked at $267K in Q2 2015.
1,787 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2024.

Based on KCM Investment Advisors's 13F filing for Q3 2024, filed 6 Nov 2024.