SFG
NVO

Steward Financial Group’s Novo Nordisk NVO Stock Holding History

Steward Financial Group’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
2023
Q3 		$42K Hold
464
– – 0.01% 168
2023
Q2 		$37K Buy
+464
New +$37.9K 0.01% 176
2022
Q3 		– Sell
-38
Closed -$2K – 914
2022
Q2 		$2K Buy
+38
New +$2.11K ﹤0.01% 589

Other funds holding NVO

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 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
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Steward Financial Group's NVO Position: Q3 2023 in Review

Steward Financial Group held its Novo Nordisk (NVO) position steady in Q3 2023 at 464 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #168.

Steward Financial Group first reported a position in NVO in Q2 2022 and has held it in 3 quarters since. 1,307 funds tracked by Wall St. Rank hold NVO as of Q3 2023.

  • Steward Financial Group held 464 shares of Novo Nordisk worth $42K as of Q3 2023.
  • Steward Financial Group left its Novo Nordisk share count unchanged in Q3 2023.
  • Novo Nordisk made up 0.01% of Steward Financial Group's portfolio in Q3 2023, its #168 holding.
  • Steward Financial Group first reported a position in Novo Nordisk in Q2 2022 and has held it in 3 quarters since.
  • 1,307 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.