Kenfarb & Co’s Novo Nordisk NVO Stock Holding History

Kenfarb & Co’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
2023 Q3	$227K	Hold	2,500	–	–	0.21%	97
2023 Q2	$202K	Sell	2,500 -500	-17%	-$40.8K	0.18%	102
2023 Q1	$239K	Sell	3,000 -1,000	-25%	-$70.9K	0.21%	97
2022 Q4	$271K	Hold	4,000	–	–	0.24%	89
2022 Q3	$199K	Hold	4,000	–	–	0.19%	95
2022 Q2	$222K	Hold	4,000	–	–	0.18%	103
2022 Q1	$222K	Hold	4,000	–	–	0.18%	103
2021 Q4	$224K	Buy	+4,000	New	+$217K	0.16%	102

Other funds holding NVO

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kenfarb & Co's NVO Position: Q3 2023 in Review

Kenfarb & Co held its Novo Nordisk (NVO) position steady in Q3 2023 at 2,500 shares worth $227K. The position accounts for 0.21% of the portfolio, ranked #97.

Kenfarb & Co first reported a position in NVO in Q4 2021 and has held it in 8 quarters since. The position peaked at $271K in Q4 2022. 1,307 funds tracked by Wall St. Rank hold NVO as of Q3 2023.

Kenfarb & Co held 2,500 shares of Novo Nordisk worth $227K as of Q3 2023.
Kenfarb & Co left its Novo Nordisk share count unchanged in Q3 2023.
Novo Nordisk made up 0.21% of Kenfarb & Co's portfolio in Q3 2023, its #97 holding.
Kenfarb & Co first reported a position in Novo Nordisk in Q4 2021 and has held it in 8 quarters since.
Kenfarb & Co's Novo Nordisk position peaked at $271K in Q4 2022.
1,307 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2023.

Based on Kenfarb & Co's 13F filing for Q3 2023, filed 14 Nov 2023.