WHG
NVO

Westwood Holdings Group’s Novo Nordisk NVO Stock Holding History

Westwood Holdings Group’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
Q1 		– Sell
-11,848
Closed -$802K – 569
2022
Q4 		$802K Sell
11,848
-1,560
-12% -$91.5K 0.01% 370
2022
Q3 		$668K Sell
13,408
-10,494
-44% -$562K 0.01% 347
2022
Q2 		$1.33M Sell
23,902
-150
-0.6% -$8.32K 0.01% 319
2022
Q1 		$1.33M Sell
24,052
-2,512
-9% -$129K 0.01% 337
2021
Q4 		$1.49M Buy
26,564
+11,452
+76% +$620K 0.01% 320
2021
Q3 		$725K Sell
15,112
-1,140
-7% -$55.1K 0.01% 359
2021
Q2 		$681K Sell
16,252
-6,794
-29% -$263K 0.01% 369
2021
Q1 		$777K Sell
23,046
-2,058
-8% -$73.3K 0.01% 357
2020
Q4 		$877K Sell
25,104
-4,266
-15% -$147K 0.01% 341
2020
Q3 		$1.02M Sell
29,370
-1,938
-6% -$64.6K 0.01% 315
2020
Q2 		$1.02M Sell
31,308
-27,102
-46% -$865K 0.01% 325
2020
Q1 		$1.76M Sell
58,410
-25,606
-30% -$762K 0.03% 276
2019
Q4 		$2.43M Sell
84,016
-984
-1% -$27.2K 0.03% 295
2019
Q3 		$2.2M Sell
85,000
-4,144
-5% -$105K 0.02% 291
2019
Q2 		$2.27M Sell
89,144
-4,986
-5% -$123K 0.02% 299
2019
Q1 		$2.46M Buy
94,130
+63,298
+205% +$1.56M 0.03% 256
2018
Q4 		$710K Sell
30,832
-66,228
-68% -$1.47M 0.01% 319
2018
Q3 		$2.29M Sell
97,060
-11,270
-10% -$275K 0.02% 265
2018
Q2 		$2.5M Sell
108,330
-4,410
-4% -$105K 0.02% 270
2018
Q1 		$2.78M Buy
+112,740
New +$2.96M 0.02% 271

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
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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Westwood Holdings Group's NVO Position: Q1 2023 in Review

Westwood Holdings Group sold out of Novo Nordisk (NVO) in Q1 2023, closing a stake of 11,848 shares — an estimated $802K sold.

Westwood Holdings Group first reported a position in NVO in Q1 2018 and held it in 20 quarters. The position peaked at $2.78M in Q1 2018. 1,146 funds tracked by Wall St. Rank hold NVO as of Q1 2023.

  • Westwood Holdings Group reported no remaining Novo Nordisk position as of Q1 2023 after selling out during the quarter.
  • Westwood Holdings Group sold 11,848 Novo Nordisk shares in Q1 2023, an estimated $802K.
  • Westwood Holdings Group first reported a position in Novo Nordisk in Q1 2018 and held it in 20 quarters.
  • Westwood Holdings Group's Novo Nordisk position peaked at $2.78M in Q1 2018.
  • 1,146 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2023.

Based on Westwood Holdings Group's 13F filing for Q1 2023, filed 12 May 2023.