LSA
NVO

Lion Street Advisors’s Novo Nordisk NVO Stock Holding History

Lion Street Advisors’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 		– Sell
-2,130
Closed -$254K – 271
2024
Q3 		$254K Sell
2,130
-241
-10% -$32.1K 0.09% 222
2024
Q2 		$338K Buy
2,371
+12
+0.5% +$1.59K 0.13% 180
2024
Q1 		$244K Hold
2,359
– – 0.1% 213
2023
Q4 		$244K Buy
2,359
+15
+0.6% +$1.48K 0.1% 213
2023
Q3 		$213K Buy
+2,344
New +$206K 0.07% 231
2021
Q1 		– Sell
-7,662
Closed -$254K – 35
2020
Q4 		$254K Sell
7,662
-1,410
-16% -$48.7K 0.62% 33
2020
Q3 		$302K Buy
+9,072
New +$302K 0.61% 39
2020
Q2 		– Sell
-3,352
Closed -$101K – 284
2020
Q1 		$101K Buy
+3,352
New +$99.8K 0.55% 31

Other funds holding NVO

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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 $295B AUM 31.6% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Lion Street Advisors's NVO Position: Q4 2024 in Review

Lion Street Advisors sold out of Novo Nordisk (NVO) in Q4 2024, closing a stake of 2,130 shares — an estimated $254K sold.

Lion Street Advisors first reported a position in NVO in Q1 2020 and held it in 8 quarters. The position peaked at $338K in Q2 2024. 1,663 funds tracked by Wall St. Rank hold NVO as of Q4 2024.

  • Lion Street Advisors reported no remaining Novo Nordisk position as of Q4 2024 after selling out during the quarter.
  • Lion Street Advisors sold 2,130 Novo Nordisk shares in Q4 2024, an estimated $254K.
  • Lion Street Advisors first reported a position in Novo Nordisk in Q1 2020 and held it in 8 quarters.
  • Lion Street Advisors's Novo Nordisk position peaked at $338K in Q2 2024.
  • 1,663 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2024.

Based on Lion Street Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.