Lucia Wealth Services’s Novo Nordisk NVO Stock Holding History

Lucia Wealth Services’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
2020 Q3	$1.21M	Buy	34,860 +7,084	+26%	+$236K	0.28%	64
2020 Q2	$909K	Buy	+27,776	New	+$886K	0.24%	71
2019 Q1	–	Sell	-8,074	Closed	-$186K	–	200
2018 Q4	$186K	Sell	8,074 -3,940	-33%	-$87.6K	0.09%	115
2018 Q3	$283K	Sell	12,014 -1,462	-11%	-$35.7K	0.09%	119
2018 Q2	$311K	Buy	+13,476	New	+$320K	0.14%	101

Other funds holding NVO

Renaissance Technologies New York $63.9B AUM 45.56% 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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

Lucia Wealth Services's NVO Position: Q3 2020 in Review

Lucia Wealth Services increased its Novo Nordisk (NVO) stake by 26% in Q3 2020, buying an estimated $236K and bringing the position to 34,860 shares worth $1.21M. The position accounts for 0.28% of the portfolio, ranked #64.

Lucia Wealth Services first reported a position in NVO in Q2 2018 and has held it in 5 quarters since. 659 funds tracked by Wall St. Rank hold NVO as of Q3 2020.

Lucia Wealth Services held 34,860 shares of Novo Nordisk worth $1.21M as of Q3 2020.
Lucia Wealth Services bought 7,084 Novo Nordisk shares in Q3 2020, an estimated $236K.
Novo Nordisk made up 0.28% of Lucia Wealth Services's portfolio in Q3 2020, its #64 holding.
Lucia Wealth Services first reported a position in Novo Nordisk in Q2 2018 and has held it in 5 quarters since.
659 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.