PCMC
NVO

Planning Capital Management Corporation’s Novo Nordisk NVO Stock Holding History

Planning Capital Management Corporation’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 		$24.4K Sell
205
-517
-72% -$68.9K 0.02% 262
2024
Q2 		$103K Hold
722
– – 0.07% 135
2024
Q1 		$92.7K Sell
722
-3
-0.4% -$357 0.07% 132
2023
Q4 		$75K Buy
+725
New +$71.7K 0.06% 157

Other funds holding NVO

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 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 $336B AUM 34.66% 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

Planning Capital Management Corporation's NVO Position: Q3 2024 in Review

Planning Capital Management Corporation reduced its Novo Nordisk (NVO) stake by 72% in Q3 2024, selling an estimated $68.9K and leaving 205 shares worth $24.4K. The position accounts for 0.02% of the portfolio, ranked #262.

Planning Capital Management Corporation first reported a position in NVO in Q4 2023 and has held it in 4 quarters since. The position peaked at $103K in Q2 2024. 1,785 funds tracked by Wall St. Rank hold NVO as of Q3 2024.

  • Planning Capital Management Corporation held 205 shares of Novo Nordisk worth $24.4K as of Q3 2024.
  • Planning Capital Management Corporation sold 517 Novo Nordisk shares in Q3 2024, an estimated $68.9K.
  • Novo Nordisk made up 0.02% of Planning Capital Management Corporation's portfolio in Q3 2024, its #262 holding.
  • Planning Capital Management Corporation first reported a position in Novo Nordisk in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's Novo Nordisk position peaked at $103K in Q2 2024.
  • 1,785 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.