OIS
NVO

Okabena Investment Services’s Novo Nordisk NVO Stock Holding History

Okabena Investment Services’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
2023
Q4 		– Sell
-86
Closed -$7.82K – 131
2023
Q3 		$7.82K Hold
86
– – 0.01% 91
2023
Q2 		$6.96K Hold
86
– – 0.01% 142
2023
Q1 		$6.84K Hold
86
– – ﹤0.01% 117
2022
Q4 		$5.82K Buy
+86
New +$5.04K ﹤0.01% 157

Other funds holding NVO

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Okabena Investment Services's NVO Position: Q4 2023 in Review

Okabena Investment Services sold out of Novo Nordisk (NVO) in Q4 2023, closing a stake of 86 shares — an estimated $7.82K sold.

Okabena Investment Services first reported a position in NVO in Q4 2022 and held it in 4 quarters. The position peaked at $7.82K in Q3 2023. 1,511 funds tracked by Wall St. Rank hold NVO as of Q4 2023.

  • Okabena Investment Services reported no remaining Novo Nordisk position as of Q4 2023 after selling out during the quarter.
  • Okabena Investment Services sold 86 Novo Nordisk shares in Q4 2023, an estimated $7.82K.
  • Okabena Investment Services first reported a position in Novo Nordisk in Q4 2022 and held it in 4 quarters.
  • Okabena Investment Services's Novo Nordisk position peaked at $7.82K in Q3 2023.
  • 1,511 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2023.

Based on Okabena Investment Services's 13F filing for Q4 2023, filed 14 Feb 2024.