New England Research & Management’s Novo Nordisk NVO Stock Holding History

New England Research & 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
2017 Q1	–	Sell	-11,550	Closed	-$207K	–	183
2016 Q4	$207K	Sell	11,550 -12,250	-51%	-$222K	0.16%	165
2016 Q3	$495K	Buy	+23,800	New	+$590K	0.41%	87
2015 Q3	–	Sell	-8,600	Closed	-$235K	–	186
2015 Q2	$235K	Hold	8,600	–	–	0.19%	152
2015 Q1	$230K	Sell	8,600 -21,000	-71%	-$484K	0.2%	151
2014 Q4	$626K	Buy	+29,600	New	+$661K	0.54%	78
2014 Q1	–	Sell	-17,000	Closed	-$314K	–	151
2013 Q4	$314K	Buy	+17,000	New	+$296K	0.3%	118

Other funds holding NVO

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

New England Research & Management's NVO Position: Q1 2017 in Review

New England Research & Management sold out of Novo Nordisk (NVO) in Q1 2017, closing a stake of 11,550 shares — an estimated $207K sold.

New England Research & Management first reported a position in NVO in Q4 2013 and held it in 6 quarters. The position peaked at $626K in Q4 2014. 463 funds tracked by Wall St. Rank hold NVO as of Q1 2017.

New England Research & Management reported no remaining Novo Nordisk position as of Q1 2017 after selling out during the quarter.
New England Research & Management sold 11,550 Novo Nordisk shares in Q1 2017, an estimated $207K.
New England Research & Management first reported a position in Novo Nordisk in Q4 2013 and held it in 6 quarters.
New England Research & Management's Novo Nordisk position peaked at $626K in Q4 2014.
463 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2017.

Based on New England Research & Management's 13F filing for Q1 2017, filed 7 Apr 2017.