SBL
NVO

Sargent Bickham Lagudis’s Novo Nordisk NVO Stock Holding History

Sargent Bickham Lagudis’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
2022
Q4 		$207K Hold
3,060
– – 0.02% 266
2022
Q3 		$152K Sell
3,060
-44
-1% -$2.36K 0.01% 267
2022
Q2 		$173K Buy
3,104
+246
+9% +$13.7K 0.02% 264
2022
Q1 		$159K Hold
2,858
– – 0.01% 278
2021
Q4 		$160K Hold
2,858
– – 0.01% 271
2021
Q3 		$137K Sell
2,858
-682
-19% -$33K 0.01% 291
2021
Q2 		$148K Sell
3,540
-140
-4% -$5.43K 0.01% 296
2021
Q1 		$124K Buy
3,680
+168
+5% +$5.98K 0.01% 309
2020
Q4 		$123K Buy
3,512
+1,662
+90% +$57.4K 0.01% 301
2020
Q3 		$64K Hold
1,850
– – 0.01% 348
2020
Q2 		$61K Hold
1,850
– – 0.01% 331
2020
Q1 		$56K Hold
1,850
– – 0.01% 325
2019
Q4 		$54K Hold
1,850
– – 0.01% 371
2019
Q3 		$48K Sell
1,850
-2,074
-53% -$52.4K 0.01% 357
2019
Q2 		$100K Sell
3,924
-400
-9% -$9.89K 0.01% 283
2019
Q1 		$113K Sell
4,324
-580
-12% -$14.3K 0.01% 269
2018
Q4 		$113K Hold
4,904
– – 0.01% 253
2018
Q3 		$116K Hold
4,904
– – 0.01% 257
2018
Q2 		$113K Hold
4,904
– – 0.01% 258
2018
Q1 		$121K Hold
4,904
– – 0.02% 255
2017
Q4 		$132K Hold
4,904
– – 0.02% 253
2017
Q3 		$118K Hold
4,904
– – 0.01% 267
2017
Q2 		$105K Hold
4,904
– – 0.01% 265
2017
Q1 		$84K Sell
4,904
-4,642
-49% -$80.8K 0.01% 288
2016
Q4 		$171K Buy
9,546
+8,782
+1,149% +$159K 0.03% 213
2016
Q3 		$2.41M Sell
764
-131,350
-99% -$3.26M 0.36% 76
2016
Q2 		$3.55M Buy
132,114
+6,040
+5% +$166K 0.55% 53
2016
Q1 		$3.42M Buy
+126,074
New +$3.38M 0.55% 56

Other funds holding NVO

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

Sargent Bickham Lagudis's NVO Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Novo Nordisk (NVO) position steady in Q4 2022 at 3,060 shares worth $207K. The position accounts for 0.02% of the portfolio, ranked #266.

Sargent Bickham Lagudis first reported a position in NVO in Q1 2016 and has held it in 28 quarters since. The position peaked at $3.55M in Q2 2016. 1,048 funds tracked by Wall St. Rank hold NVO as of Q4 2022.

  • Sargent Bickham Lagudis held 3,060 shares of Novo Nordisk worth $207K as of Q4 2022.
  • Sargent Bickham Lagudis left its Novo Nordisk share count unchanged in Q4 2022.
  • Novo Nordisk made up 0.02% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #266 holding.
  • Sargent Bickham Lagudis first reported a position in Novo Nordisk in Q1 2016 and has held it in 28 quarters since.
  • Sargent Bickham Lagudis's Novo Nordisk position peaked at $3.55M in Q2 2016.
  • 1,048 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.