NJIM
NVO

Nabity-Jensen Investment Management’s Novo Nordisk NVO Stock Holding History

Nabity-Jensen Investment 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
2024
Q4 		– Sell
-2,178
Closed -$259K – 69
2024
Q3 		$259K Hold
2,178
– – 0.2% 64
2024
Q2 		$311K Hold
2,178
– – 0.25% 55
2024
Q1 		$280K Hold
2,178
– – 0.23% 57
2023
Q4 		$225K Buy
+2,178
New +$215K 0.2% 59

Other funds holding NVO

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Nabity-Jensen Investment Management's NVO Position: Q4 2024 in Review

Nabity-Jensen Investment Management sold out of Novo Nordisk (NVO) in Q4 2024, closing a stake of 2,178 shares — an estimated $259K sold.

Nabity-Jensen Investment Management first reported a position in NVO in Q4 2023 and held it in 4 quarters. The position peaked at $311K in Q2 2024. 1,664 funds tracked by Wall St. Rank hold NVO as of Q4 2024.

  • Nabity-Jensen Investment Management reported no remaining Novo Nordisk position as of Q4 2024 after selling out during the quarter.
  • Nabity-Jensen Investment Management sold 2,178 Novo Nordisk shares in Q4 2024, an estimated $259K.
  • Nabity-Jensen Investment Management first reported a position in Novo Nordisk in Q4 2023 and held it in 4 quarters.
  • Nabity-Jensen Investment Management's Novo Nordisk position peaked at $311K in Q2 2024.
  • 1,664 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2024.

Based on Nabity-Jensen Investment Management's 13F filing for Q4 2024, filed 14 Jan 2025.