MIS
NVO

Morningstar Investment Services’s Novo Nordisk NVO Stock Holding History

Morningstar Investment Services’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 		– Sell
-1,643
Closed -$237K – 413
2024
Q2 		$237K Buy
+1,643
New +$218K ﹤0.01% 349
2024
Q1 		– Sell
-2,430
Closed -$251K – 397
2023
Q4 		$251K Buy
+2,430
New +$240K ﹤0.01% 371
2015
Q2 		– Sell
-486,214
Closed -$13M – 219
2015
Q1 		$13M Buy
486,214
+62,220
+15% +$1.43M 0.57% 61
2014
Q4 		$8.97M Buy
423,994
+47,398
+13% +$1.06M 0.42% 71
2014
Q3 		$8.97M Buy
376,596
+29,478
+8% +$678K 0.46% 65
2014
Q2 		$8.02M Buy
347,118
+44,658
+15% +$986K 0.47% 64
2014
Q1 		$6.9M Buy
302,460
+28,050
+10% +$598K 0.47% 63
2013
Q4 		$5.07M Buy
274,410
+64,200
+31% +$1.12M 0.38% 70
2013
Q3 		$3.52M Buy
210,210
+92,870
+79% +$1.56M 0.31% 76
2013
Q2 		$1.82M Buy
+117,340
New +$1.95M 0.19% 96

Other funds holding NVO

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morningstar Investment Services's NVO Position: Q3 2024 in Review

Morningstar Investment Services sold out of Novo Nordisk (NVO) in Q3 2024, closing a stake of 1,643 shares — an estimated $237K sold.

Morningstar Investment Services first reported a position in NVO in Q2 2013 and held it in 10 quarters. The position peaked at $13M in Q1 2015. 1,785 funds tracked by Wall St. Rank hold NVO as of Q3 2024.

  • Morningstar Investment Services reported no remaining Novo Nordisk position as of Q3 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 1,643 Novo Nordisk shares in Q3 2024, an estimated $237K.
  • Morningstar Investment Services first reported a position in Novo Nordisk in Q2 2013 and held it in 10 quarters.
  • Morningstar Investment Services's Novo Nordisk position peaked at $13M in Q1 2015.
  • 1,785 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2024.

Based on Morningstar Investment Services's 13F filing for Q3 2024, filed 7 Nov 2024.