LSAG
NVO

Lake Street Advisors Group’s Novo Nordisk NVO Stock Holding History

Lake Street Advisors Group’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
Q4 		$1.33M Buy
15,470
+811
+6% +$87.7K 0.06% 191
2024
Q3 		$1.75M Sell
14,659
-9,136
-38% -$1.22M 0.08% 141
2024
Q2 		$3.4M Sell
23,795
-1,273
-5% -$169K 0.16% 85
2024
Q1 		$3.24M Buy
25,068
+126
+0.5% +$15K 0.15% 93
2023
Q4 		$2.58M Sell
24,942
-10
-0% -$989 0.13% 113
2023
Q3 		$2.27M Buy
24,952
+172
+0.7% +$15.2K 0.13% 110
2023
Q2 		$2M Buy
24,780
+1,316
+6% +$108K 0.11% 122
2023
Q1 		$1.87M Buy
+23,464
New +$1.66M 0.12% 115
2021
Q3 		– Sell
-16,342
Closed -$832K – 366
2021
Q2 		$832K Buy
16,342
+298
+2% +$11.6K 0.06% 124
2021
Q1 		$541K Buy
16,044
+556
+4% +$19.8K 0.04% 152
2020
Q4 		$541K Sell
15,488
-2,458
-14% -$85K 0.04% 147
2020
Q3 		$623K Sell
17,946
-976
-5% -$32.5K 0.06% 125
2020
Q2 		$620K Sell
18,922
-344
-2% -$11K 0.06% 118
2020
Q1 		$580K Buy
19,266
+6,652
+53% +$198K 0.07% 106
2019
Q4 		$365K Buy
12,614
+838
+7% +$23.2K 0.04% 151
2019
Q3 		$304K Buy
11,776
+384
+3% +$9.71K 0.03% 144
2019
Q2 		$291K Buy
11,392
+206
+2% +$5.09K 0.03% 158
2019
Q1 		$293K Sell
11,186
-298
-3% -$7.32K 0.03% 158
2018
Q4 		$265K Buy
11,484
+1,164
+11% +$25.9K 0.03% 145
2018
Q3 		$243K Sell
10,320
-1,722
-14% -$42K 0.03% 168
2018
Q2 		$278K Hold
12,042
– – 0.03% 239
2018
Q1 		$297K Sell
12,042
-6,834
-36% -$179K 0.03% 202
2017
Q4 		$507K Buy
+18,876
New +$480K 0.06% 139

Other funds holding NVO

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Lake Street Advisors Group's NVO Position: Q4 2024 in Review

Lake Street Advisors Group increased its Novo Nordisk (NVO) stake by 5.5% in Q4 2024, buying an estimated $87.7K and bringing the position to 15,470 shares worth $1.33M. The position accounts for 0.06% of the portfolio, ranked #191.

Lake Street Advisors Group first reported a position in NVO in Q4 2017 and has held it in 23 quarters since. The position peaked at $3.4M in Q2 2024. 1,664 funds tracked by Wall St. Rank hold NVO as of Q4 2024.

  • Lake Street Advisors Group held 15,470 shares of Novo Nordisk worth $1.33M as of Q4 2024.
  • Lake Street Advisors Group bought 811 Novo Nordisk shares in Q4 2024, an estimated $87.7K.
  • Novo Nordisk made up 0.06% of Lake Street Advisors Group's portfolio in Q4 2024, its #191 holding.
  • Lake Street Advisors Group first reported a position in Novo Nordisk in Q4 2017 and has held it in 23 quarters since.
  • Lake Street Advisors Group's Novo Nordisk position peaked at $3.4M in Q2 2024.
  • 1,664 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.