SCG
NVO

Strategic Capital Group’s Novo Nordisk NVO Stock Holding History

Strategic Capital 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
2014
Q2 		$70K Hold
3,050
– – 0.02% 192
2014
Q1 		$70K Buy
+3,050
New +$65K 0.02% 203
2013
Q3 		– Sell
-1,200
Closed -$19K – 264
2013
Q2 		$19K Buy
+1,200
New +$20K 0.01% 220

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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Strategic Capital Group's NVO Position: Q2 2014 in Review

Strategic Capital Group held its Novo Nordisk (NVO) position steady in Q2 2014 at 3,050 shares worth $70K. The position accounts for 0.02% of the portfolio, ranked #192.

Strategic Capital Group first reported a position in NVO in Q2 2013 and has held it in 3 quarters since. 473 funds tracked by Wall St. Rank hold NVO as of Q2 2014.

  • Strategic Capital Group held 3,050 shares of Novo Nordisk worth $70K as of Q2 2014.
  • Strategic Capital Group left its Novo Nordisk share count unchanged in Q2 2014.
  • Novo Nordisk made up 0.02% of Strategic Capital Group's portfolio in Q2 2014, its #192 holding.
  • Strategic Capital Group first reported a position in Novo Nordisk in Q2 2013 and has held it in 3 quarters since.
  • 473 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2014.

Based on Strategic Capital Group's 13F filing for Q2 2014, filed 14 Jul 2014.