Minot Wealth Management’s Novo Nordisk NVO Stock Holding History

Minot Wealth 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
2022 Q2	$1.11M	Buy	19,960 +2,150	+12%	+$119K	0.29%	71
2022 Q1	$989K	Sell	17,810 -450	-2%	-$23.1K	0.21%	88
2021 Q4	$1.02M	Buy	18,260 +600	+3%	+$32.5K	0.2%	89
2021 Q3	$848K	Buy	17,660 +200	+1%	+$9.67K	0.18%	99
2021 Q2	$757K	Sell	17,460 -17,330	-50%	-$672K	0.17%	104
2021 Q1	$1.17M	Sell	34,790 -39,720	-53%	-$1.41M	0.3%	81
2020 Q4	$2.6M	Buy	74,510 +51,130	+219%	+$1.77M	0.78%	48
2020 Q3	$812K	Buy	+23,380	New	+$779K	0.31%	79

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

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

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

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

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

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

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

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

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

Minot Wealth Management's NVO Position: Q2 2022 in Review

Minot Wealth Management increased its Novo Nordisk (NVO) stake by 12% in Q2 2022, buying an estimated $119K and bringing the position to 19,960 shares worth $1.11M. The position accounts for 0.29% of the portfolio, ranked #71.

Minot Wealth Management first reported a position in NVO in Q3 2020 and has held it in 8 quarters since. The position peaked at $2.6M in Q4 2020. 932 funds tracked by Wall St. Rank hold NVO as of Q2 2022.

Minot Wealth Management held 19,960 shares of Novo Nordisk worth $1.11M as of Q2 2022.
Minot Wealth Management bought 2,150 Novo Nordisk shares in Q2 2022, an estimated $119K.
Novo Nordisk made up 0.29% of Minot Wealth Management's portfolio in Q2 2022, its #71 holding.
Minot Wealth Management first reported a position in Novo Nordisk in Q3 2020 and has held it in 8 quarters since.
Minot Wealth Management's Novo Nordisk position peaked at $2.6M in Q4 2020.
932 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.