SP
NVO

SWS Partners’s Novo Nordisk NVO Stock Holding History

SWS Partners’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
Q3 		– Sell
-1,399
Closed -$200K – 229
2024
Q2 		$200K Buy
+1,399
New +$185K 0.06% 115
2022
Q2 		– Sell
-1,138
Closed -$63K – 103
2022
Q1 		$63K Buy
+1,138
New +$58.4K 0.04% 80
2018
Q2 		– Sell
-1,138
Closed -$28K – 239
2018
Q1 		$28K Hold
1,138
– – 0.02% 189
2017
Q4 		$31K Buy
+1,138
New +$28.9K 0.02% 189

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
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

SWS Partners's NVO Position: Q3 2024 in Review

SWS Partners sold out of Novo Nordisk (NVO) in Q3 2024, closing a stake of 1,399 shares — an estimated $200K sold.

SWS Partners first reported a position in NVO in Q4 2017 and held it in 4 quarters. The position peaked at $200K in Q2 2024. 1,784 funds tracked by Wall St. Rank hold NVO as of Q3 2024.

  • SWS Partners reported no remaining Novo Nordisk position as of Q3 2024 after selling out during the quarter.
  • SWS Partners sold 1,399 Novo Nordisk shares in Q3 2024, an estimated $200K.
  • SWS Partners first reported a position in Novo Nordisk in Q4 2017 and held it in 4 quarters.
  • SWS Partners's Novo Nordisk position peaked at $200K in Q2 2024.
  • 1,784 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2024.

Based on SWS Partners's 13F filing for Q3 2024, filed 15 Oct 2024.