MIA
NVO

Milestone Investment Advisors’s Novo Nordisk NVO Stock Holding History

Milestone Investment Advisors’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
Q4 		– Sell
-334
Closed -$30.4K – 337
2023
Q3 		$30.4K Buy
+334
New +$29.4K 0.01% 234

Other funds holding NVO

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Milestone Investment Advisors's NVO Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Novo Nordisk (NVO) in Q4 2023, closing a stake of 334 shares — an estimated $30.4K sold.

Milestone Investment Advisors first reported a position in NVO in Q3 2023 and held it in 1 quarter. The position peaked at $30.4K in Q3 2023. 1,511 funds tracked by Wall St. Rank hold NVO as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Novo Nordisk position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 334 Novo Nordisk shares in Q4 2023, an estimated $30.4K.
  • Milestone Investment Advisors first reported a position in Novo Nordisk in Q3 2023 and held it in 1 quarter.
  • Milestone Investment Advisors's Novo Nordisk position peaked at $30.4K in Q3 2023.
  • 1,511 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.