M&R Capital Management’s Novo Nordisk NVO Stock Holding History

M&R Capital 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
2024 Q3	$48.9K	Buy	411 +297	+261%	+$39.6K	0.01%	238
2024 Q2	$16.3K	Hold	114	–	–	﹤0.01%	317
2024 Q1	$14.6K	Sell	114 -918	-89%	-$109K	﹤0.01%	329
2023 Q4	$107K	Buy	1,032 +354	+52%	+$35K	0.03%	192
2023 Q3	$61.7K	Sell	678 -132	-16%	-$11.6K	0.02%	220
2023 Q2	$65.5K	Buy	+810	New	+$66.2K	0.02%	222
2021 Q1	–	Sell	-750	Closed	-$26K	–	430
2020 Q4	$26K	Hold	750	–	–	0.01%	282
2020 Q3	$26K	Hold	750	–	–	0.01%	293
2020 Q2	$24K	Hold	750	–	–	0.01%	297
2020 Q1	$22K	Hold	750	–	–	0.01%	298
2019 Q4	$21K	Hold	750	–	–	﹤0.01%	332
2019 Q3	$19K	Hold	750	–	–	﹤0.01%	355
2019 Q2	$19K	Hold	750	–	–	﹤0.01%	361
2019 Q1	$18K	Hold	750	–	–	﹤0.01%	366
2018 Q4	$17K	Hold	750	–	–	﹤0.01%	362
2018 Q3	$17K	Hold	750	–	–	﹤0.01%	398
2018 Q2	$17K	Sell	750 -490	-40%	-$11.6K	﹤0.01%	389
2018 Q1	$30K	Hold	1,240	–	–	0.01%	349
2017 Q4	$33K	Buy	1,240 +490	+65%	+$12.5K	0.01%	337
2017 Q3	$18K	Hold	750	–	–	﹤0.01%	390
2017 Q2	$17K	Hold	750	–	–	﹤0.01%	395
2017 Q1	$12K	Hold	750	–	–	﹤0.01%	434
2016 Q4	$13K	Hold	750	–	–	﹤0.01%	408
2016 Q3	$15K	Hold	750	–	–	﹤0.01%	392
2016 Q2	$20K	Buy	+750	New	+$20.6K	0.01%	364

Other funds holding NVO

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

M&R Capital Management's NVO Position: Q3 2024 in Review

M&R Capital Management increased its Novo Nordisk (NVO) stake by 261% in Q3 2024, buying an estimated $39.6K and bringing the position to 411 shares worth $48.9K. The position accounts for 0.01% of the portfolio, ranked #238.

M&R Capital Management first reported a position in NVO in Q2 2016 and has held it in 25 quarters since. The position peaked at $107K in Q4 2023. 1,786 funds tracked by Wall St. Rank hold NVO as of Q3 2024.

M&R Capital Management held 411 shares of Novo Nordisk worth $48.9K as of Q3 2024.
M&R Capital Management bought 297 Novo Nordisk shares in Q3 2024, an estimated $39.6K.
Novo Nordisk made up 0.01% of M&R Capital Management's portfolio in Q3 2024, its #238 holding.
M&R Capital Management first reported a position in Novo Nordisk in Q2 2016 and has held it in 25 quarters since.
M&R Capital Management's Novo Nordisk position peaked at $107K in Q4 2023.
1,786 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.