Simplicity Solutions’s Novo Nordisk NVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $13.1M | Buy |
126,153
+2,760
| +2% | +$273K | 0.36% | 50 |
|
|
2023
Q3 | $11.2M | Buy |
123,393
+49,907
| +68% | +$4.4M | 0.36% | 53 |
|
|
2023
Q2 | $5.95M | Buy |
73,486
+5,102
| +7% | +$417K | 0.16% | 120 |
|
|
2023
Q1 | $5.44M | Buy |
68,384
+39,134
| +134% | +$2.78M | 0.14% | 134 |
|
|
2022
Q4 | $1.98M | Sell |
29,250
-154
| -0.5% | -$9.03K | 0.27% | 80 |
|
|
2022
Q3 | $1.47M | Sell |
29,404
-5,272
| -15% | -$282K | 0.21% | 115 |
|
|
2022
Q2 | $1.93M | Buy |
34,676
+4,664
| +16% | +$259K | 0.25% | 94 |
|
|
2022
Q1 | $1.67M | Sell |
30,012
-27,088
| -47% | -$1.39M | 0.2% | 108 |
|
|
2021
Q4 | $3.2M | Buy |
57,100
+31,322
| +122% | +$1.7M | 0.36% | 68 |
|
|
2021
Q3 | $1.24M | Buy |
25,778
+3,400
| +15% | +$164K | 0.19% | 117 |
|
|
2021
Q2 | $937K | Sell |
22,378
-772
| -3% | -$29.9K | 0.19% | 119 |
|
|
2021
Q1 | $780K | Buy |
+23,150
| New | +$825K | 0.17% | 131 |
|
|
2020
Q2 | – | Sell |
-8,026
| Closed | -$242K | – | 912 |
|
|
2020
Q1 | $242K | Sell |
8,026
-2,224
| -22% | -$66.2K | 0.01% | 648 |
|
|
2019
Q4 | $297K | Buy |
10,250
+20
| +0.2% | +$554 | 0.01% | 674 |
|
|
2019
Q3 | $264K | Sell |
10,230
-74
| -0.7% | -$1.87K | 0.01% | 590 |
|
|
2019
Q2 | $263K | Buy |
+10,304
| New | +$255K | 0.01% | 539 |
|
|
2018
Q4 | – | Sell |
-10,292
| Closed | -$243K | – | 739 |
|
|
2018
Q3 | $243K | Sell |
10,292
-1,470
| -12% | -$35.9K | 0.01% | 468 |
|
|
2018
Q2 | $271K | Buy |
11,762
+1,362
| +13% | +$32.4K | 0.02% | 389 |
|
|
2018
Q1 | $256K | Buy |
10,400
+1,662
| +19% | +$43.6K | 0.02% | 300 |
|
|
2017
Q4 | $234K | Sell |
8,738
-262
| -3% | -$6.66K | 0.02% | 327 |
|
|
2017
Q3 | $217K | Sell |
9,000
-36,758
| -80% | -$831K | 0.15% | 190 |
|
|
2017
Q2 | $981K | Sell |
45,758
-11,894
| -21% | -$240K | 0.12% | 149 |
|
|
2017
Q1 | $988K | Buy |
57,652
+32,322
| +128% | +$563K | 0.15% | 141 |
|
|
2016
Q4 | $454K | Sell |
25,330
-5,228
| -17% | -$94.8K | 0.1% | 201 |
|
|
2016
Q3 | $635K | Buy |
30,558
+3,758
| +14% | +$93.2K | 0.31% | 70 |
|
|
2016
Q2 | $721K | Buy |
26,800
+3,364
| +14% | +$92.3K | 0.39% | 74 |
|
|
2016
Q1 | $635K | Sell |
23,436
-113,552
| -83% | -$3.04M | 0.39% | 84 |
|
|
2015
Q4 | $3.98M | Buy |
136,988
+128,784
| +1,570% | +$3.56M | 0.47% | 50 |
|
|
2015
Q3 | $222K | Buy |
+8,204
| New | +$232K | 0.24% | 117 |
|
Other funds holding NVO
F
Simplicity Solutions's NVO Position: Q4 2023 in Review
Simplicity Solutions increased its Novo Nordisk (NVO) stake by 2.2% in Q4 2023, buying an estimated $273K and bringing the position to 126,153 shares worth $13.1M. The position accounts for 0.36% of the portfolio, ranked #50.
Simplicity Solutions first reported a position in NVO in Q3 2015 and has held it in 29 quarters since. 1,512 funds tracked by Wall St. Rank hold NVO as of Q4 2023.
- Simplicity Solutions held 126,153 shares of Novo Nordisk worth $13.1M as of Q4 2023.
- Simplicity Solutions bought 2,760 Novo Nordisk shares in Q4 2023, an estimated $273K.
- Novo Nordisk made up 0.36% of Simplicity Solutions's portfolio in Q4 2023, its #50 holding.
- Simplicity Solutions first reported a position in Novo Nordisk in Q3 2015 and has held it in 29 quarters since.
- 1,512 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2023.
Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.