Squar Milner Financial Services’s Novo Nordisk NVO Stock Holding History

Squar Milner Financial Services’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
2020 Q3	–	Sell	-23,854	Closed	-$781K	–	130
2020 Q2	$781K	Sell	23,854 -2,418	-9%	-$77.2K	0.44%	58
2020 Q1	$790K	Buy	26,272 +1,312	+5%	+$39.1K	0.47%	34
2019 Q4	$722K	Sell	24,960 -100	-0.4%	-$2.77K	0.36%	52
2019 Q3	$870K	Buy	25,060 +4,874	+24%	+$123K	0.44%	59
2019 Q2	$515K	Buy	20,186 +2,062	+11%	+$51K	0.35%	62
2019 Q1	$474K	Buy	18,124 +2,720	+18%	+$66.8K	0.35%	64
2018 Q4	$355K	Hold	15,404	–	–	0.34%	74
2018 Q3	$363K	Buy	15,404 +870	+6%	+$21.2K	0.33%	75
2018 Q2	$335K	Hold	14,534	–	–	0.3%	89
2018 Q1	$358K	Hold	14,534	–	–	0.45%	72
2017 Q4	$418K	Buy	+14,534	New	+$370K	0.51%	62

Other funds holding NVO

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

Squar Milner Financial Services's NVO Position: Q3 2020 in Review

Squar Milner Financial Services sold out of Novo Nordisk (NVO) in Q3 2020, closing a stake of 23,854 shares — an estimated $781K sold.

Squar Milner Financial Services first reported a position in NVO in Q4 2017 and held it in 11 quarters. The position peaked at $870K in Q3 2019. 660 funds tracked by Wall St. Rank hold NVO as of Q3 2020.

Squar Milner Financial Services reported no remaining Novo Nordisk position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 23,854 Novo Nordisk shares in Q3 2020, an estimated $781K.
Squar Milner Financial Services first reported a position in Novo Nordisk in Q4 2017 and held it in 11 quarters.
Squar Milner Financial Services's Novo Nordisk position peaked at $870K in Q3 2019.
660 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.