TFP
NVO

Tilia Fiduciary Partners’s Novo Nordisk NVO Stock Holding History

Tilia Fiduciary 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
2023
Q3 		– Sell
-1,250
Closed -$101K – 345
2023
Q2 		$101K Hold
1,250
– – 0.09% 132
2023
Q1 		$99.5K Hold
1,250
– – 0.09% 136
2022
Q4 		$84.6K Hold
1,250
– – 0.08% 156
2022
Q3 		$65K Hold
1,250
– – 0.07% 171
2022
Q2 		$68K Hold
1,250
– – 0.06% 175
2022
Q1 		$69K Hold
1,250
– – 0.06% 190
2021
Q4 		$70K Buy
+1,250
New +$67.7K 0.06% 191

Other funds holding NVO

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 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 $336B AUM 34.66% 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

Tilia Fiduciary Partners's NVO Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Novo Nordisk (NVO) in Q3 2023, closing a stake of 1,250 shares — an estimated $101K sold.

Tilia Fiduciary Partners first reported a position in NVO in Q4 2021 and held it in 7 quarters. The position peaked at $101K in Q2 2023. 1,308 funds tracked by Wall St. Rank hold NVO as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining Novo Nordisk position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 1,250 Novo Nordisk shares in Q3 2023, an estimated $101K.
  • Tilia Fiduciary Partners first reported a position in Novo Nordisk in Q4 2021 and held it in 7 quarters.
  • Tilia Fiduciary Partners's Novo Nordisk position peaked at $101K in Q2 2023.
  • 1,308 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.