SWM
NVO

Sugarloaf Wealth Management’s Novo Nordisk NVO Stock Holding History

Sugarloaf Wealth Management’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
-600
Closed -$33K – 861
2022
Q2 		$33K Hold
600
– – 0.01% 348
2022
Q1 		$33K Hold
600
– – 0.01% 335
2021
Q4 		$34K Hold
600
– – 0.01% 353
2021
Q3 		$29K Hold
600
– – 0.01% 356
2021
Q2 		$25K Hold
600
– – 0.01% 382
2021
Q1 		$20 Hold
600
– – 0.01% 405
2020
Q4 		$21K Hold
600
– – 0.01% 372
2020
Q3 		$21K Hold
600
– – 0.01% 347
2020
Q2 		$20K Hold
600
– – 0.01% 350
2020
Q1 		$18K Hold
600
– – 0.01% 350
2019
Q4 		$17K Buy
+600
New +$16.6K 0.01% 393

Other funds holding NVO

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
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

Sugarloaf Wealth Management's NVO Position: Q3 2022 in Review

Sugarloaf Wealth Management sold out of Novo Nordisk (NVO) in Q3 2022, closing a stake of 600 shares — an estimated $33K sold.

Sugarloaf Wealth Management first reported a position in NVO in Q4 2019 and held it in 11 quarters. The position peaked at $34K in Q4 2021. 907 funds tracked by Wall St. Rank hold NVO as of Q3 2022.

  • Sugarloaf Wealth Management reported no remaining Novo Nordisk position as of Q3 2022 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 600 Novo Nordisk shares in Q3 2022, an estimated $33K.
  • Sugarloaf Wealth Management first reported a position in Novo Nordisk in Q4 2019 and held it in 11 quarters.
  • Sugarloaf Wealth Management's Novo Nordisk position peaked at $34K in Q4 2021.
  • 907 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2022, filed 11 Oct 2022.