SPW
NVO

Surience Private Wealth’s Novo Nordisk NVO Stock Holding History

Surience Private Wealth’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
Q4 		– Sell
-2,050
Closed -$244K – 30
2024
Q3 		$244K Sell
2,050
-25,929
-93% -$3.46M 0.25% 27
2024
Q2 		$3.99M Buy
27,979
+25,929
+1,265% +$3.44M 5.13% 11
2024
Q1 		$263K Hold
2,050
– – 0.25% 27
2023
Q4 		$212K Buy
+2,050
New +$203K 0.22% 22
2022
Q1 		– Sell
-84,466
Closed -$4.73M – 29
2021
Q4 		$4.73M Buy
+84,466
New +$4.58M 3.86% 12

Other funds holding NVO

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Surience Private Wealth's NVO Position: Q4 2024 in Review

Surience Private Wealth sold out of Novo Nordisk (NVO) in Q4 2024, closing a stake of 2,050 shares — an estimated $244K sold.

Surience Private Wealth first reported a position in NVO in Q4 2021 and held it in 5 quarters. The position peaked at $4.73M in Q4 2021. 1,663 funds tracked by Wall St. Rank hold NVO as of Q4 2024.

  • Surience Private Wealth reported no remaining Novo Nordisk position as of Q4 2024 after selling out during the quarter.
  • Surience Private Wealth sold 2,050 Novo Nordisk shares in Q4 2024, an estimated $244K.
  • Surience Private Wealth first reported a position in Novo Nordisk in Q4 2021 and held it in 5 quarters.
  • Surience Private Wealth's Novo Nordisk position peaked at $4.73M in Q4 2021.
  • 1,663 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2024.

Based on Surience Private Wealth's 13F filing for Q4 2024, filed 14 Jan 2025.