NFG
NVO

Nadler Financial Group’s Novo Nordisk NVO Stock Holding History

Nadler Financial Group’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
-1,466
Closed -$209K – 125
2024
Q2 		$209K Sell
1,466
-185
-11% -$24.5K 0.02% 107
2024
Q1 		$212K Buy
+1,651
New +$197K 0.03% 106

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

Nadler Financial Group's NVO Position: Q3 2024 in Review

Nadler Financial Group sold out of Novo Nordisk (NVO) in Q3 2024, closing a stake of 1,466 shares — an estimated $209K sold.

Nadler Financial Group first reported a position in NVO in Q1 2024 and held it in 2 quarters. The position peaked at $212K in Q1 2024. 1,785 funds tracked by Wall St. Rank hold NVO as of Q3 2024.

  • Nadler Financial Group reported no remaining Novo Nordisk position as of Q3 2024 after selling out during the quarter.
  • Nadler Financial Group sold 1,466 Novo Nordisk shares in Q3 2024, an estimated $209K.
  • Nadler Financial Group first reported a position in Novo Nordisk in Q1 2024 and held it in 2 quarters.
  • Nadler Financial Group's Novo Nordisk position peaked at $212K in Q1 2024.
  • 1,785 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2024.

Based on Nadler Financial Group's 13F filing for Q3 2024, filed 28 Oct 2024.