RG
NVO

Retirement Group’s Novo Nordisk NVO Stock Holding History

Retirement Group’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
Q1 		$58.4K Buy
455
+3
+0.7% +$357 0.02% 216
2023
Q4 		$46.8K Hold
452
– – 0.02% 231
2023
Q3 		$41.1K Buy
452
+240
+113% +$21.1K 0.02% 231
2023
Q2 		$17.2K Buy
+212
New +$17.3K 0.01% 340

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Retirement Group's NVO Position: Q1 2024 in Review

Retirement Group increased its Novo Nordisk (NVO) stake by 0.66% in Q1 2024, buying an estimated $357 and bringing the position to 455 shares worth $58.4K. The position accounts for 0.02% of the portfolio, ranked #216.

Retirement Group first reported a position in NVO in Q2 2023 and has held it in 4 quarters since. 1,744 funds tracked by Wall St. Rank hold NVO as of Q1 2024.

  • Retirement Group held 455 shares of Novo Nordisk worth $58.4K as of Q1 2024.
  • Retirement Group bought 3 Novo Nordisk shares in Q1 2024, an estimated $357.
  • Novo Nordisk made up 0.02% of Retirement Group's portfolio in Q1 2024, its #216 holding.
  • Retirement Group first reported a position in Novo Nordisk in Q2 2023 and has held it in 4 quarters since.
  • 1,744 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.