SPG
NVO

Strategic Planning Group’s Novo Nordisk NVO Stock Holding History

Strategic Planning 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
2024
Q2 		– Sell
-11,289
Closed -$1.45M – 97
2024
Q1 		$1.45M Buy
+11,289
New +$1.34M 0.36% 72

Other funds holding NVO

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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

Strategic Planning Group's NVO Position: Q2 2024 in Review

Strategic Planning Group sold out of Novo Nordisk (NVO) in Q2 2024, closing a stake of 11,289 shares — an estimated $1.45M sold.

Strategic Planning Group first reported a position in NVO in Q1 2024 and held it in 1 quarter. The position peaked at $1.45M in Q1 2024. 1,861 funds tracked by Wall St. Rank hold NVO as of Q2 2024.

  • Strategic Planning Group reported no remaining Novo Nordisk position as of Q2 2024 after selling out during the quarter.
  • Strategic Planning Group sold 11,289 Novo Nordisk shares in Q2 2024, an estimated $1.45M.
  • Strategic Planning Group first reported a position in Novo Nordisk in Q1 2024 and held it in 1 quarter.
  • Strategic Planning Group's Novo Nordisk position peaked at $1.45M in Q1 2024.
  • 1,861 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2024.

Based on Strategic Planning Group's 13F filing for Q2 2024, filed 2 Aug 2024.