TA
NVO

Tiedemann Advisors’s Novo Nordisk NVO Stock Holding History

Tiedemann Advisors’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
2023
Q3 		$392K Sell
4,314
-90
-2% -$7.93K 0.02% 188
2023
Q2 		$356K Buy
4,404
+90
+2% +$7.35K 0.02% 190
2023
Q1 		$346K Sell
4,314
-6
-0.1% -$425 0.02% 194
2022
Q4 		$292K Hold
4,320
– – 0.01% 198
2022
Q3 		$215K Hold
4,320
– – 0.01% 209
2022
Q2 		$241K Sell
4,320
-5,678
-57% -$315K 0.02% 201
2022
Q1 		$560K Sell
9,998
-2
-0% -$103 0.03% 180
2021
Q4 		$560K Sell
10,000
-550
-5% -$29.8K 0.03% 182
2021
Q3 		$506K Sell
10,550
-574
-5% -$27.8K 0.03% 191
2021
Q2 		$466K Sell
11,124
-294
-3% -$11.4K 0.02% 238
2021
Q1 		$391K Buy
11,418
+1,134
+11% +$40.4K 0.02% 238
2020
Q4 		$359K Sell
10,284
-90
-0.9% -$3.11K 0.02% 235
2020
Q3 		$360K Hold
10,374
– – 0.02% 247
2020
Q2 		$339K Sell
10,374
-688
-6% -$22K 0.02% 238
2020
Q1 		$337K Buy
11,062
+330
+3% +$9.83K 0.02% 229
2019
Q4 		$311K Sell
10,732
-1,434
-12% -$39.7K 0.01% 241
2019
Q3 		$315K Sell
12,166
-1,540
-11% -$38.9K 0.02% 255
2019
Q2 		$350K Buy
13,706
+804
+6% +$19.9K 0.02% 233
2019
Q1 		$342K Hold
12,902
– – 0.02% 346
2018
Q4 		$298K Buy
12,902
+1,578
+14% +$35.1K 0.02% 347
2018
Q3 		$267K Hold
11,324
– – 0.02% 269
2018
Q2 		$262K Buy
11,324
+334
+3% +$7.94K 0.02% 260
2018
Q1 		$271K Buy
+10,990
New +$289K 0.02% 234

Other funds holding NVO

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 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
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

Tiedemann Advisors's NVO Position: Q3 2023 in Review

Tiedemann Advisors reduced its Novo Nordisk (NVO) stake by 2% in Q3 2023, selling an estimated $7.93K and leaving 4,314 shares worth $392K. The position accounts for 0.02% of the portfolio, ranked #188.

Tiedemann Advisors first reported a position in NVO in Q1 2018 and has held it in 23 quarters since. The position peaked at $560K in Q1 2022. 1,307 funds tracked by Wall St. Rank hold NVO as of Q3 2023.

  • Tiedemann Advisors held 4,314 shares of Novo Nordisk worth $392K as of Q3 2023.
  • Tiedemann Advisors sold 90 Novo Nordisk shares in Q3 2023, an estimated $7.93K.
  • Novo Nordisk made up 0.02% of Tiedemann Advisors's portfolio in Q3 2023, its #188 holding.
  • Tiedemann Advisors first reported a position in Novo Nordisk in Q1 2018 and has held it in 23 quarters since.
  • Tiedemann Advisors's Novo Nordisk position peaked at $560K in Q1 2022.
  • 1,307 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.