MSCM
NVO

McElhenny Sheffield Capital Management’s Novo Nordisk NVO Stock Holding History

McElhenny Sheffield 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
2023
Q1 		– Sell
-86
Closed -$5.82K – 435
2022
Q4 		$5.82K Buy
+86
New +$5.04K ﹤0.01% 376

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Bank of America
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Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

McElhenny Sheffield Capital Management's NVO Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Novo Nordisk (NVO) in Q1 2023, closing a stake of 86 shares — an estimated $5.82K sold.

McElhenny Sheffield Capital Management first reported a position in NVO in Q4 2022 and held it in 1 quarter. The position peaked at $5.82K in Q4 2022. 1,146 funds tracked by Wall St. Rank hold NVO as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Novo Nordisk position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 86 Novo Nordisk shares in Q1 2023, an estimated $5.82K.
  • McElhenny Sheffield Capital Management first reported a position in Novo Nordisk in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Novo Nordisk position peaked at $5.82K in Q4 2022.
  • 1,146 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.