Meristem Family Wealth’s Novo Nordisk NVO Stock Holding History

Meristem Family Wealth’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
2022 Q1	–	Sell	-8,672	Closed	-$486K	–	384
2021 Q4	$486K	Buy	8,672 +6	+0.1%	+$325	0.04%	229
2021 Q3	$416K	Buy	8,666 +322	+4%	+$15.6K	0.04%	251
2021 Q2	$349K	Hold	8,344	–	–	0.05%	226
2021 Q1	$281K	Hold	8,344	–	–	0.06%	187
2020 Q4	$291K	Hold	8,344	–	–	0.06%	178
2020 Q3	$290K	Hold	8,344	–	–	0.07%	143
2020 Q2	$273K	Hold	8,344	–	–	0.07%	146
2020 Q1	$251K	Hold	8,344	–	–	0.08%	149
2019 Q4	$241K	Sell	8,344 -378	-4%	-$10.5K	0.06%	168
2019 Q3	$225K	Buy	+8,722	New	+$221K	0.06%	170

Other funds holding NVO

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

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

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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Meristem Family Wealth's NVO Position: Q1 2022 in Review

Meristem Family Wealth sold out of Novo Nordisk (NVO) in Q1 2022, closing a stake of 8,672 shares — an estimated $486K sold.

Meristem Family Wealth first reported a position in NVO in Q3 2019 and held it in 10 quarters. The position peaked at $486K in Q4 2021. 901 funds tracked by Wall St. Rank hold NVO as of Q1 2022.

Meristem Family Wealth reported no remaining Novo Nordisk position as of Q1 2022 after selling out during the quarter.
Meristem Family Wealth sold 8,672 Novo Nordisk shares in Q1 2022, an estimated $486K.
Meristem Family Wealth first reported a position in Novo Nordisk in Q3 2019 and held it in 10 quarters.
Meristem Family Wealth's Novo Nordisk position peaked at $486K in Q4 2021.
901 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.