MHS
NVO

M Holdings Securities’s Novo Nordisk NVO Stock Holding History

M Holdings Securities’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
2023
Q1 		– Sell
-4,370
Closed -$310K – 551
2022
Q4 		$296K Sell
4,370
-200
-4% -$11.7K 0.03% 340
2022
Q3 		$228K Sell
4,570
-330
-7% -$17.7K 0.03% 375
2022
Q2 		$273K Sell
4,900
-92
-2% -$5.11K 0.03% 360
2022
Q1 		$277K Buy
+4,992
New +$256K 0.02% 411
2014
Q4 		– Sell
-3,000
Closed -$71K – 349
2014
Q3 		$71K Buy
+3,000
New +$69K 0.04% 340

Other funds holding NVO

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

M Holdings Securities's NVO Position: Q1 2023 in Review

M Holdings Securities sold out of Novo Nordisk (NVO) in Q1 2023, closing a stake of 4,370 shares — an estimated $310K sold.

M Holdings Securities first reported a position in NVO in Q3 2014 and held it in 5 quarters. The position peaked at $296K in Q4 2022. 1,146 funds tracked by Wall St. Rank hold NVO as of Q1 2023.

  • M Holdings Securities reported no remaining Novo Nordisk position as of Q1 2023 after selling out during the quarter.
  • M Holdings Securities sold 4,370 Novo Nordisk shares in Q1 2023, an estimated $310K.
  • M Holdings Securities first reported a position in Novo Nordisk in Q3 2014 and held it in 5 quarters.
  • M Holdings Securities's Novo Nordisk position peaked at $296K in Q4 2022.
  • 1,146 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2023.

Based on M Holdings Securities's 13F filing for Q1 2023, filed 16 May 2023.