LTI
NVO

Laffer Tengler Investments’s Novo Nordisk NVO Stock Holding History

Laffer Tengler Investments’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
-149
Closed -$21.3K – 292
2024
Q2 		$21.3K Buy
149
+8
+6% +$1.06K ﹤0.01% 270
2024
Q1 		$18.1K Buy
+141
New +$16.8K ﹤0.01% 276
2023
Q4 		– Sell
-822
Closed -$74.8K – 426
2023
Q3 		$74.8K Sell
822
-84
-9% -$7.4K 0.02% 191
2023
Q2 		$73.3K Sell
906
-40
-4% -$3.27K 0.02% 274
2023
Q1 		$75.3K Buy
946
+6
+0.6% +$425 0.02% 286
2022
Q4 		$63.6K Buy
940
+200
+27% +$11.7K 0.02% 291
2022
Q3 		$36.9K Buy
+740
New +$39.6K 0.01% 286

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

Laffer Tengler Investments's NVO Position: Q3 2024 in Review

Laffer Tengler Investments sold out of Novo Nordisk (NVO) in Q3 2024, closing a stake of 149 shares — an estimated $21.3K sold.

Laffer Tengler Investments first reported a position in NVO in Q3 2022 and held it in 7 quarters. The position peaked at $75.3K in Q1 2023. 1,784 funds tracked by Wall St. Rank hold NVO as of Q3 2024.

  • Laffer Tengler Investments reported no remaining Novo Nordisk position as of Q3 2024 after selling out during the quarter.
  • Laffer Tengler Investments sold 149 Novo Nordisk shares in Q3 2024, an estimated $21.3K.
  • Laffer Tengler Investments first reported a position in Novo Nordisk in Q3 2022 and held it in 7 quarters.
  • Laffer Tengler Investments's Novo Nordisk position peaked at $75.3K in Q1 2023.
  • 1,784 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2024.

Based on Laffer Tengler Investments's 13F filing for Q3 2024, filed 4 Nov 2024.