LFP
NVO

Leeward Financial Partners’s Novo Nordisk NVO Stock Holding History

Leeward Financial Partners’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
-1,605
Closed -$229K – 89
2024
Q2 		$229K Sell
1,605
-126
-7% -$16.7K 0.09% 78
2024
Q1 		$222K Buy
+1,731
New +$206K 0.09% 86

Other funds holding NVO

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Leeward Financial Partners's NVO Position: Q3 2024 in Review

Leeward Financial Partners sold out of Novo Nordisk (NVO) in Q3 2024, closing a stake of 1,605 shares — an estimated $229K sold.

Leeward Financial Partners first reported a position in NVO in Q1 2024 and held it in 2 quarters. The position peaked at $229K in Q2 2024. 1,786 funds tracked by Wall St. Rank hold NVO as of Q3 2024.

  • Leeward Financial Partners reported no remaining Novo Nordisk position as of Q3 2024 after selling out during the quarter.
  • Leeward Financial Partners sold 1,605 Novo Nordisk shares in Q3 2024, an estimated $229K.
  • Leeward Financial Partners first reported a position in Novo Nordisk in Q1 2024 and held it in 2 quarters.
  • Leeward Financial Partners's Novo Nordisk position peaked at $229K in Q2 2024.
  • 1,786 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2024.

Based on Leeward Financial Partners's 13F filing for Q3 2024, filed 30 Oct 2024.