SIC
NVO

Sigma Investment Counselors’s Novo Nordisk NVO Stock Holding History

Sigma Investment Counselors’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
Q4 		– Sell
-1,986
Closed -$236K – 203
2024
Q3 		$236K Buy
1,986
+58
+3% +$7.74K 0.01% 184
2024
Q2 		$275K Sell
1,928
-46
-2% -$6.1K 0.02% 164
2024
Q1 		$253K Sell
1,974
-54
-3% -$6.43K 0.02% 175
2023
Q4 		$210K Buy
+2,028
New +$201K 0.01% 187

Other funds holding NVO

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Sigma Investment Counselors's NVO Position: Q4 2024 in Review

Sigma Investment Counselors sold out of Novo Nordisk (NVO) in Q4 2024, closing a stake of 1,986 shares — an estimated $236K sold.

Sigma Investment Counselors first reported a position in NVO in Q4 2023 and held it in 4 quarters. The position peaked at $275K in Q2 2024. 1,663 funds tracked by Wall St. Rank hold NVO as of Q4 2024.

  • Sigma Investment Counselors reported no remaining Novo Nordisk position as of Q4 2024 after selling out during the quarter.
  • Sigma Investment Counselors sold 1,986 Novo Nordisk shares in Q4 2024, an estimated $236K.
  • Sigma Investment Counselors first reported a position in Novo Nordisk in Q4 2023 and held it in 4 quarters.
  • Sigma Investment Counselors's Novo Nordisk position peaked at $275K in Q2 2024.
  • 1,663 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2024.

Based on Sigma Investment Counselors's 13F filing for Q4 2024, filed 4 Feb 2025.