LSPW
NVO

Lake Street Private Wealth’s Novo Nordisk NVO Stock Holding History

Lake Street 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
2024
Q3 		– Sell
-16,151
Closed -$2.31M – 303
2024
Q2 		$2.31M Buy
16,151
+8,238
+104% +$1.09M 0.3% 80
2024
Q1 		$1.02M Buy
7,913
+473
+6% +$56.3K 0.14% 143
2023
Q4 		$770K Buy
7,440
+3,500
+89% +$346K 0.12% 157
2023
Q3 		$361K Buy
3,940
+94
+2% +$8.28K 0.06% 209
2023
Q2 		$311K Sell
3,846
-256
-6% -$20.9K 0.05% 226
2023
Q1 		$326K Sell
4,102
-120
-3% -$8.51K 0.06% 220
2022
Q4 		$286K Sell
4,222
-88
-2% -$5.16K 0.06% 228
2022
Q3 		$215K Sell
4,310
-524
-11% -$28.1K 0.05% 254
2022
Q2 		$269K Buy
4,834
+334
+7% +$18.5K 0.06% 239
2022
Q1 		$250K Sell
4,500
-682
-13% -$35K 0.04% 279
2021
Q4 		$290K Buy
+5,182
New +$281K 0.05% 259

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

Lake Street Private Wealth's NVO Position: Q3 2024 in Review

Lake Street Private Wealth sold out of Novo Nordisk (NVO) in Q3 2024, closing a stake of 16,151 shares — an estimated $2.31M sold.

Lake Street Private Wealth first reported a position in NVO in Q4 2021 and held it in 11 quarters. The position peaked at $2.31M in Q2 2024. 1,784 funds tracked by Wall St. Rank hold NVO as of Q3 2024.

  • Lake Street Private Wealth reported no remaining Novo Nordisk position as of Q3 2024 after selling out during the quarter.
  • Lake Street Private Wealth sold 16,151 Novo Nordisk shares in Q3 2024, an estimated $2.31M.
  • Lake Street Private Wealth first reported a position in Novo Nordisk in Q4 2021 and held it in 11 quarters.
  • Lake Street Private Wealth's Novo Nordisk position peaked at $2.31M in Q2 2024.
  • 1,784 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2024.

Based on Lake Street Private Wealth's 13F filing for Q3 2024, filed 22 Oct 2024.