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 Q2	–	Sell	-3,790	Closed	-$302K	–	375
2023 Q1	$302K	Buy	+3,790	New	+$269K	0.03%	346

Other funds holding NVO

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

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.