Lee, Danner & Bass’s Novo Nordisk NVO Stock Holding History

Lee, Danner & Bass’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
2025 Q1	–	Sell	-68	Closed	-$5.85K	–	554
2024 Q4	$5.85K	Buy	+68	New	+$7.35K	﹤0.01%	582

Other funds holding NVO

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Lee, Danner & Bass's NVO Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Novo Nordisk (NVO) in Q1 2025, closing a stake of 68 shares — an estimated $5.85K sold.

Lee, Danner & Bass first reported a position in NVO in Q4 2024 and held it in 1 quarter. The position peaked at $5.85K in Q4 2024. 1,528 funds tracked by Wall St. Rank hold NVO as of Q1 2025.

Lee, Danner & Bass reported no remaining Novo Nordisk position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 68 Novo Nordisk shares in Q1 2025, an estimated $5.85K.
Lee, Danner & Bass first reported a position in Novo Nordisk in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Novo Nordisk position peaked at $5.85K in Q4 2024.
1,528 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.