KPW
NVO

Kore Private Wealth’s Novo Nordisk NVO Stock Holding History

Kore Private Wealth’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
2022
Q3 		$1.85M Sell
37,112
-26
-0.1% -$1.39K 0.33% 57
2022
Q2 		$2.07M Sell
37,138
-170
-0.5% -$9.43K 0.32% 65
2022
Q1 		$2.07M Buy
37,308
+220
+0.6% +$11.3K 0.26% 74
2021
Q4 		$2.08M Sell
37,088
-18,894
-34% -$1.02M 0.25% 73
2021
Q3 		$2.69M Buy
55,982
+1,894
+4% +$91.6K 0.28% 67
2021
Q2 		$2.27M Buy
54,088
+14,266
+36% +$553K 0.25% 73
2021
Q1 		$1.34M Buy
39,822
+668
+2% +$23.8K 0.18% 93
2020
Q4 		$1.37M Buy
39,154
+1,034
+3% +$35.7K 0.21% 74
2020
Q3 		$1.32M Buy
38,120
+604
+2% +$20.1K 0.26% 70
2020
Q2 		$1.23M Buy
37,516
+34
+0.1% +$1.08K 0.25% 72
2020
Q1 		$1.13M Buy
37,482
+306
+0.8% +$9.11K 0.27% 73
2019
Q4 		$1.08M Buy
37,176
+206
+0.6% +$5.7K 0.2% 88
2019
Q3 		$934K Buy
36,970
+70
+0.2% +$1.77K 0.21% 92
2019
Q2 		$942K Sell
36,900
-4,940
-12% -$122K 0.21% 91
2019
Q1 		$1.11M Hold
41,840
– – 0.25% 80
2018
Q4 		$964K Buy
+41,840
New +$930K 0.27% 79

Other funds holding NVO

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Kore Private Wealth's NVO Position: Q3 2022 in Review

Kore Private Wealth reduced its Novo Nordisk (NVO) stake by 0.07% in Q3 2022, selling an estimated $1.39K and leaving 37,112 shares worth $1.85M. The position accounts for 0.33% of the portfolio, ranked #57.

Kore Private Wealth first reported a position in NVO in Q4 2018 and has held it in 16 quarters since. The position peaked at $2.69M in Q3 2021. 908 funds tracked by Wall St. Rank hold NVO as of Q3 2022.

  • Kore Private Wealth held 37,112 shares of Novo Nordisk worth $1.85M as of Q3 2022.
  • Kore Private Wealth sold 26 Novo Nordisk shares in Q3 2022, an estimated $1.39K.
  • Novo Nordisk made up 0.33% of Kore Private Wealth's portfolio in Q3 2022, its #57 holding.
  • Kore Private Wealth first reported a position in Novo Nordisk in Q4 2018 and has held it in 16 quarters since.
  • Kore Private Wealth's Novo Nordisk position peaked at $2.69M in Q3 2021.
  • 908 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.