Mosaic Family Wealth’s Novo Nordisk NVO Stock Holding History

Mosaic 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
2019 Q2	–	Sell	-1,250	Closed	-$33K	–	461
2019 Q1	$33K	Hold	1,250	–	–	0.01%	362
2018 Q4	$29K	Hold	1,250	–	–	0.01%	374
2018 Q3	$28K	Hold	1,250	–	–	0.01%	390
2018 Q2	$29K	Hold	1,250	–	–	0.01%	391
2018 Q1	$31K	Hold	1,250	–	–	0.01%	368
2017 Q4	$34K	Hold	1,250	–	–	0.01%	379
2017 Q3	$30K	Hold	1,250	–	–	0.01%	415
2017 Q2	$27K	Hold	1,250	–	–	0.01%	400
2017 Q1	$21K	Hold	1,250	–	–	0.01%	427
2016 Q4	$22K	Hold	1,250	–	–	0.01%	421
2016 Q3	$26K	Hold	1,250	–	–	0.01%	411
2016 Q2	$34K	Hold	1,250	–	–	0.02%	376
2016 Q1	$33K	Hold	1,250	–	–	0.02%	374
2015 Q4	$36K	Buy	+1,250	New	+$34.6K	0.02%	369

Other funds holding NVO

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

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Mosaic Family Wealth's NVO Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Novo Nordisk (NVO) in Q2 2019, closing a stake of 1,250 shares — an estimated $33K sold.

Mosaic Family Wealth first reported a position in NVO in Q4 2015 and held it in 14 quarters. The position peaked at $36K in Q4 2015. 559 funds tracked by Wall St. Rank hold NVO as of Q2 2019.

Mosaic Family Wealth reported no remaining Novo Nordisk position as of Q2 2019 after selling out during the quarter.
Mosaic Family Wealth sold 1,250 Novo Nordisk shares in Q2 2019, an estimated $33K.
Mosaic Family Wealth first reported a position in Novo Nordisk in Q4 2015 and held it in 14 quarters.
Mosaic Family Wealth's Novo Nordisk position peaked at $36K in Q4 2015.
559 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.