WRF
NVO

Waddell & Reed Financial’s Novo Nordisk NVO Stock Holding History

Waddell & Reed Financial’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
2020
Q4 		– Sell
-320,384
Closed -$11.1M – 498
2020
Q3 		$11.1M Sell
320,384
-28,656
-8% -$955K 0.03% 372
2020
Q2 		$11.4M Buy
+349,040
New +$11.1M 0.03% 370

Other funds holding NVO

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
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
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

Waddell & Reed Financial's NVO Position: Q4 2020 in Review

Waddell & Reed Financial sold out of Novo Nordisk (NVO) in Q4 2020, closing a stake of 320,384 shares — an estimated $11.1M sold.

Waddell & Reed Financial first reported a position in NVO in Q2 2020 and held it in 2 quarters. The position peaked at $11.4M in Q2 2020. 702 funds tracked by Wall St. Rank hold NVO as of Q4 2020.

  • Waddell & Reed Financial reported no remaining Novo Nordisk position as of Q4 2020 after selling out during the quarter.
  • Waddell & Reed Financial sold 320,384 Novo Nordisk shares in Q4 2020, an estimated $11.1M.
  • Waddell & Reed Financial first reported a position in Novo Nordisk in Q2 2020 and held it in 2 quarters.
  • Waddell & Reed Financial's Novo Nordisk position peaked at $11.4M in Q2 2020.
  • 702 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2020.

Based on Waddell & Reed Financial's 13F filing for Q4 2020, filed 12 Feb 2021.