PD
NVO

Planning Directions’s Novo Nordisk NVO Stock Holding History

Planning Directions’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 		– Sell
-2,920
Closed -$417K – 84
2024
Q2 		$417K Buy
2,920
+4
+0.1% +$530 0.28% 46
2024
Q1 		$374K Buy
2,916
+112
+4% +$13.3K 0.26% 50
2023
Q4 		$290K Hold
2,804
– – 0.21% 56
2023
Q3 		$255K Buy
2,804
+2
+0.1% +$176 0.2% 51
2023
Q2 		$227K Buy
2,802
+4
+0.1% +$327 0.17% 60
2023
Q1 		$223K Buy
+2,798
New +$198K 0.17% 64

Other funds holding NVO

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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 $295B AUM 31.6% 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 Directions's NVO Position: Q3 2024 in Review

Planning Directions sold out of Novo Nordisk (NVO) in Q3 2024, closing a stake of 2,920 shares — an estimated $417K sold.

Planning Directions first reported a position in NVO in Q1 2023 and held it in 6 quarters. The position peaked at $417K in Q2 2024. 1,784 funds tracked by Wall St. Rank hold NVO as of Q3 2024.

  • Planning Directions reported no remaining Novo Nordisk position as of Q3 2024 after selling out during the quarter.
  • Planning Directions sold 2,920 Novo Nordisk shares in Q3 2024, an estimated $417K.
  • Planning Directions first reported a position in Novo Nordisk in Q1 2023 and held it in 6 quarters.
  • Planning Directions's Novo Nordisk position peaked at $417K in Q2 2024.
  • 1,784 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2024.

Based on Planning Directions's 13F filing for Q3 2024, filed 7 Nov 2024.