Lee Financial’s Novo Nordisk NVO Stock Holding History

Lee Financial’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 Q1	–	Sell	-500	Closed	-$51.7K	–	601
2023 Q4	$51.7K	Buy	500 +100	+25%	+$9.89K	0.01%	233
2023 Q3	$36.4K	Hold	400	–	–	0.01%	246
2023 Q2	$32.4K	Buy	+400	New	+$32.7K	0.01%	254

Other funds holding NVO

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

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

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

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lee Financial's NVO Position: Q1 2024 in Review

Lee Financial sold out of Novo Nordisk (NVO) in Q1 2024, closing a stake of 500 shares — an estimated $51.7K sold.

Lee Financial first reported a position in NVO in Q2 2023 and held it in 3 quarters. The position peaked at $51.7K in Q4 2023. 1,744 funds tracked by Wall St. Rank hold NVO as of Q1 2024.

Lee Financial reported no remaining Novo Nordisk position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 500 Novo Nordisk shares in Q1 2024, an estimated $51.7K.
Lee Financial first reported a position in Novo Nordisk in Q2 2023 and held it in 3 quarters.
Lee Financial's Novo Nordisk position peaked at $51.7K in Q4 2023.
1,744 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.