SIAP
NVO

Sterling Investment Advisors (Pennsylvania)’s Novo Nordisk NVO Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
Q3 		– Sell
-120
Closed -$7K – 364
2022
Q2 		$7K Hold
120
– – ﹤0.01% 431
2022
Q1 		$7K Hold
120
– – ﹤0.01% 471
2021
Q4 		$7K Buy
120
+20
+20% +$1.08K ﹤0.01% 468
2021
Q3 		$5K Hold
100
– – ﹤0.01% 482
2021
Q2 		$4K Hold
100
– – ﹤0.01% 473
2021
Q1 		$3K Buy
+100
New +$3.56K ﹤0.01% 476

Other funds holding NVO

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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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s NVO Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Novo Nordisk (NVO) in Q3 2022, closing a stake of 120 shares — an estimated $7K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in NVO in Q1 2021 and held it in 6 quarters. The position peaked at $7K in Q2 2022. 908 funds tracked by Wall St. Rank hold NVO as of Q3 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Novo Nordisk position as of Q3 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 120 Novo Nordisk shares in Q3 2022, an estimated $7K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Novo Nordisk in Q1 2021 and held it in 6 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Novo Nordisk position peaked at $7K in Q2 2022.
  • 908 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.