Peachtree Investment Partners’s Novo Nordisk NVO Stock Holding History

Peachtree Investment Partners’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	-4,802	Closed	-$572K	–	120
2024 Q3	$572K	Sell	4,802 -5,377	-53%	-$717K	0.22%	45
2024 Q2	$1.45M	Buy	10,179 +2,613	+35%	+$346K	0.57%	24
2024 Q1	$971K	Buy	7,566 +5,352	+242%	+$637K	0.39%	32
2023 Q4	$229K	Sell	2,214 -1,148	-34%	-$114K	0.09%	81
2023 Q3	$306K	Sell	3,362 -3,124	-48%	-$275K	0.16%	64
2023 Q2	$525K	Sell	6,486 -11,214	-63%	-$916K	0.24%	50
2023 Q1	$1.41M	Buy	17,700 +11,758	+198%	+$834K	0.88%	22
2022 Q4	$402K	Buy	+5,942	New	+$348K	0.25%	55
2022 Q2	–	Sell	-5,440	Closed	-$302K	–	106
2022 Q1	$302K	Buy	5,440 +1,440	+36%	+$73.9K	0.14%	76
2021 Q4	$224K	Buy	+4,000	New	+$217K	0.09%	83

Other funds holding NVO

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

Peachtree Investment Partners's NVO Position: Q4 2024 in Review

Peachtree Investment Partners sold out of Novo Nordisk (NVO) in Q4 2024, closing a stake of 4,802 shares — an estimated $572K sold.

Peachtree Investment Partners first reported a position in NVO in Q4 2021 and held it in 10 quarters. The position peaked at $1.45M in Q2 2024. 1,664 funds tracked by Wall St. Rank hold NVO as of Q4 2024.

Peachtree Investment Partners reported no remaining Novo Nordisk position as of Q4 2024 after selling out during the quarter.
Peachtree Investment Partners sold 4,802 Novo Nordisk shares in Q4 2024, an estimated $572K.
Peachtree Investment Partners first reported a position in Novo Nordisk in Q4 2021 and held it in 10 quarters.
Peachtree Investment Partners's Novo Nordisk position peaked at $1.45M in Q2 2024.
1,664 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2024.

Based on Peachtree Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.