LAM
NVO

Lountzis Asset Management’s Novo Nordisk NVO Stock Holding History

Lountzis Asset Management’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
2021
Q1 		– Sell
-260
Closed -$9K – 81
2020
Q4 		$9K Hold
260
– – 0.01% 73
2020
Q3 		$9K Hold
260
– – 0.01% 63
2020
Q2 		$9K Buy
+260
New +$8.3K 0.01% 62

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Bank of America
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Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lountzis Asset Management's NVO Position: Q1 2021 in Review

Lountzis Asset Management sold out of Novo Nordisk (NVO) in Q1 2021, closing a stake of 260 shares — an estimated $9K sold.

Lountzis Asset Management first reported a position in NVO in Q2 2020 and held it in 3 quarters. The position peaked at $9K in Q4 2020. 707 funds tracked by Wall St. Rank hold NVO as of Q1 2021.

  • Lountzis Asset Management reported no remaining Novo Nordisk position as of Q1 2021 after selling out during the quarter.
  • Lountzis Asset Management sold 260 Novo Nordisk shares in Q1 2021, an estimated $9K.
  • Lountzis Asset Management first reported a position in Novo Nordisk in Q2 2020 and held it in 3 quarters.
  • Lountzis Asset Management's Novo Nordisk position peaked at $9K in Q4 2020.
  • 707 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2021.

Based on Lountzis Asset Management's 13F filing for Q1 2021, filed 20 Apr 2021.