MBFW
NVO

Morton Brown Family Wealth’s Novo Nordisk NVO Stock Holding History

Morton Brown 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
2023
Q2 		– Sell
-20
Closed -$1.59K – 254
2023
Q1 		$1.59K Buy
+20
New +$1.42K ﹤0.01% 216

Other funds holding NVO

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 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
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morton Brown Family Wealth's NVO Position: Q2 2023 in Review

Morton Brown Family Wealth sold out of Novo Nordisk (NVO) in Q2 2023, closing a stake of 20 shares — an estimated $1.59K sold.

Morton Brown Family Wealth first reported a position in NVO in Q1 2023 and held it in 1 quarter. The position peaked at $1.59K in Q1 2023. 1,197 funds tracked by Wall St. Rank hold NVO as of Q2 2023.

  • Morton Brown Family Wealth reported no remaining Novo Nordisk position as of Q2 2023 after selling out during the quarter.
  • Morton Brown Family Wealth sold 20 Novo Nordisk shares in Q2 2023, an estimated $1.59K.
  • Morton Brown Family Wealth first reported a position in Novo Nordisk in Q1 2023 and held it in 1 quarter.
  • Morton Brown Family Wealth's Novo Nordisk position peaked at $1.59K in Q1 2023.
  • 1,197 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2023.

Based on Morton Brown Family Wealth's 13F filing for Q2 2023, filed 25 Jul 2023.