KFS
NVO

Kelly Financial Services’s Novo Nordisk NVO Stock Holding History

Kelly Financial Services’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
-60
Closed -$8.6K – 535
2024
Q2 		$8.6K Hold
60
– – ﹤0.01% 436
2024
Q1 		$7.7K Buy
60
+55
+1,100% +$6.55K ﹤0.01% 459
2023
Q4 		$517 Buy
+5
New +$494 ﹤0.01% 701

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

Kelly Financial Services's NVO Position: Q3 2024 in Review

Kelly Financial Services sold out of Novo Nordisk (NVO) in Q3 2024, closing a stake of 60 shares — an estimated $8.6K sold.

Kelly Financial Services first reported a position in NVO in Q4 2023 and held it in 3 quarters. The position peaked at $8.6K in Q2 2024. 1,784 funds tracked by Wall St. Rank hold NVO as of Q3 2024.

  • Kelly Financial Services reported no remaining Novo Nordisk position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 60 Novo Nordisk shares in Q3 2024, an estimated $8.6K.
  • Kelly Financial Services first reported a position in Novo Nordisk in Q4 2023 and held it in 3 quarters.
  • Kelly Financial Services's Novo Nordisk position peaked at $8.6K in Q2 2024.
  • 1,784 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.