QIM
NVO

Quest Investment Management’s Novo Nordisk NVO Stock Holding History

Quest Investment Management’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
2014
Q2 		– Sell
-10,320
Closed -$236K – 225
2014
Q1 		$236K Sell
10,320
-2,280
-18% -$48.6K 0.02% 206
2013
Q4 		$233K Buy
12,600
+600
+5% +$10.5K 0.02% 211
2013
Q3 		$203K Buy
+12,000
New +$202K 0.02% 210

Other funds holding NVO

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Quest Investment Management's NVO Position: Q2 2014 in Review

Quest Investment Management sold out of Novo Nordisk (NVO) in Q2 2014, closing a stake of 10,320 shares — an estimated $236K sold.

Quest Investment Management first reported a position in NVO in Q3 2013 and held it in 3 quarters. The position peaked at $236K in Q1 2014. 473 funds tracked by Wall St. Rank hold NVO as of Q2 2014.

  • Quest Investment Management reported no remaining Novo Nordisk position as of Q2 2014 after selling out during the quarter.
  • Quest Investment Management sold 10,320 Novo Nordisk shares in Q2 2014, an estimated $236K.
  • Quest Investment Management first reported a position in Novo Nordisk in Q3 2013 and held it in 3 quarters.
  • Quest Investment Management's Novo Nordisk position peaked at $236K in Q1 2014.
  • 473 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2014.

Based on Quest Investment Management's 13F filing for Q2 2014, filed 11 Aug 2014.