NFG
NVO

Next Financial Group’s Novo Nordisk NVO Stock Holding History

Next 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
2021
Q4 		$119K Buy
2,128
+502
+31% +$27.2K 0.01% 1083
2021
Q3 		$78K Buy
1,626
+782
+93% +$37.8K 0.01% 1223
2021
Q2 		$36K Sell
844
-26
-3% -$1.01K ﹤0.01% 1522
2021
Q1 		$30K Buy
870
+46
+6% +$1.64K ﹤0.01% 1492
2020
Q4 		$29K Sell
824
-44
-5% -$1.52K ﹤0.01% 1399
2020
Q3 		$30K Buy
+868
New +$28.9K ﹤0.01% 1271
2020
Q2 		– Sell
-688
Closed -$21K – 1461
2020
Q1 		$21K Sell
688
-118
-15% -$3.51K ﹤0.01% 1258
2019
Q4 		$23K Sell
806
-694
-46% -$19.2K ﹤0.01% 1479
2019
Q3 		$39K Sell
1,500
-800
-35% -$20.2K ﹤0.01% 1217
2019
Q2 		$59K Buy
2,300
+188
+9% +$4.65K 0.01% 1116
2019
Q1 		$55K Sell
2,112
-988
-32% -$24.3K 0.01% 704
2018
Q4 		$71K Sell
3,100
-322
-9% -$7.16K 0.01% 686
2018
Q3 		$81K Buy
+3,422
New +$83.5K 0.04% 423
2017
Q4 		– Sell
-8,090
Closed -$192K – 1017
2017
Q3 		$192K Sell
8,090
-690
-8% -$15.6K 0.05% 326
2017
Q2 		$188K Sell
8,780
-800
-8% -$16.1K 0.05% 374
2017
Q1 		$185K Buy
9,580
+1,250
+15% +$21.8K 0.05% 329
2016
Q4 		$149K Sell
8,330
-4,260
-34% -$77.2K 0.03% 565
2016
Q3 		$262K Buy
12,590
+1,414
+13% +$35.1K 0.05% 386
2016
Q2 		$300K Sell
11,176
-200
-2% -$5.49K 0.1% 219
2016
Q1 		$308K Sell
11,376
-110
-1% -$2.95K 0.11% 190
2015
Q4 		$333K Buy
11,486
+6
+0.1% +$166 0.12% 166
2015
Q3 		$311K Sell
11,480
-400
-3% -$11.3K 0.11% 201
2015
Q2 		$325K Hold
11,880
– – 0.11% 193
2015
Q1 		$317K Sell
11,880
-1,200
-9% -$27.6K 0.1% 213
2014
Q4 		$277K Sell
13,080
-2,390
-15% -$53.4K 0.09% 238
2014
Q3 		$368K Buy
+15,470
New +$356K 0.07% 305

Other funds holding NVO

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Next Financial Group's NVO Position: Q4 2021 in Review

Next Financial Group increased its Novo Nordisk (NVO) stake by 31% in Q4 2021, buying an estimated $27.2K and bringing the position to 2,128 shares worth $119K. The position accounts for 0.01% of the portfolio, ranked #1083.

Next Financial Group first reported a position in NVO in Q3 2014 and has held it in 26 quarters since. The position peaked at $368K in Q3 2014. 886 funds tracked by Wall St. Rank hold NVO as of Q4 2021.

  • Next Financial Group held 2,128 shares of Novo Nordisk worth $119K as of Q4 2021.
  • Next Financial Group bought 502 Novo Nordisk shares in Q4 2021, an estimated $27.2K.
  • Novo Nordisk made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1083 holding.
  • Next Financial Group first reported a position in Novo Nordisk in Q3 2014 and has held it in 26 quarters since.
  • Next Financial Group's Novo Nordisk position peaked at $368K in Q3 2014.
  • 886 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.