SFG
NVO

Summit Financial Group’s Novo Nordisk NVO Stock Holding History

Summit 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
2024
Q1 		$225K Buy
+1,750
New +$208K 0.08% 182

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Summit Financial Group's NVO Position: Q1 2024 in Review

Summit Financial Group opened a new position in Novo Nordisk (NVO) in Q1 2024: 1,750 shares worth $225K. The stake represents 0.08% of the portfolio and ranks #182 among its holdings.

1,744 funds tracked by Wall St. Rank hold NVO as of Q1 2024.

  • Summit Financial Group held 1,750 shares of Novo Nordisk worth $225K as of Q1 2024.
  • Novo Nordisk was a new Summit Financial Group position in Q1 2024.
  • Novo Nordisk made up 0.08% of Summit Financial Group's portfolio in Q1 2024, its #182 holding.
  • 1,744 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2024.

Based on Summit Financial Group's 13F filing for Q1 2024, filed 5 Apr 2024.