KIA
NVO

KLR Investment Advisors’s Novo Nordisk NVO Stock Holding History

KLR 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
Q1 		$2.07M Buy
16,525
+2,285
+16% +$272K 1.5% 12
2023
Q4 		$1.47M Buy
+14,240
New +$1.41M 1.06% 21
2023
Q3 		– Sell
-17,582
Closed -$1.42M – 184
2023
Q2 		$1.42M Buy
+17,582
New +$1.44M 1.17% 18

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

KLR Investment Advisors's NVO Position: Q1 2024 in Review

KLR Investment Advisors increased its Novo Nordisk (NVO) stake by 16% in Q1 2024, buying an estimated $272K and bringing the position to 16,525 shares worth $2.07M. The position accounts for 1.5% of the portfolio, ranked #12.

KLR Investment Advisors first reported a position in NVO in Q2 2023 and has held it in 3 quarters since. 1,744 funds tracked by Wall St. Rank hold NVO as of Q1 2024.

  • KLR Investment Advisors held 16,525 shares of Novo Nordisk worth $2.07M as of Q1 2024.
  • KLR Investment Advisors bought 2,285 Novo Nordisk shares in Q1 2024, an estimated $272K.
  • Novo Nordisk made up 1.5% of KLR Investment Advisors's portfolio in Q1 2024, its #12 holding.
  • KLR Investment Advisors first reported a position in Novo Nordisk in Q2 2023 and has held it in 3 quarters since.
  • 1,744 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.