Whitegate Investment Counselors’s Novo Nordisk NVO Stock Holding History

Whitegate Investment Counselors’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
2021 Q4	–	Sell	-27,820	Closed	-$1.33M	–	157
2021 Q3	$1.33M	Sell	27,820 -100	-0.4%	-$4.83K	0.19%	98
2021 Q2	$1.17M	Hold	27,920	–	–	0.17%	108
2021 Q1	$941K	Hold	27,920	–	–	0.14%	117
2020 Q4	$975K	Hold	27,920	–	–	0.16%	106
2020 Q3	$969K	Hold	27,920	–	–	0.18%	102
2020 Q2	$914K	Hold	27,920	–	–	0.18%	101
2020 Q1	$840K	Buy	27,920 +400	+1%	+$11.9K	0.2%	96
2019 Q4	$796K	Buy	27,520 +800	+3%	+$22.2K	0.14%	117
2019 Q3	$691K	Buy	26,720 +1,700	+7%	+$43K	0.14%	122
2019 Q2	$639K	Buy	25,020 +13,900	+125%	+$344K	0.13%	125
2019 Q1	$291K	Buy	11,120 +1,250	+13%	+$30.7K	0.06%	161
2018 Q4	$227K	Buy	+9,870	New	+$219K	0.05%	172

Other funds holding NVO

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Whitegate Investment Counselors's NVO Position: Q4 2021 in Review

Whitegate Investment Counselors sold out of Novo Nordisk (NVO) in Q4 2021, closing a stake of 27,820 shares — an estimated $1.33M sold.

Whitegate Investment Counselors first reported a position in NVO in Q4 2018 and held it in 12 quarters. The position peaked at $1.33M in Q3 2021. 886 funds tracked by Wall St. Rank hold NVO as of Q4 2021.

Whitegate Investment Counselors reported no remaining Novo Nordisk position as of Q4 2021 after selling out during the quarter.
Whitegate Investment Counselors sold 27,820 Novo Nordisk shares in Q4 2021, an estimated $1.33M.
Whitegate Investment Counselors first reported a position in Novo Nordisk in Q4 2018 and held it in 12 quarters.
Whitegate Investment Counselors's Novo Nordisk position peaked at $1.33M in Q3 2021.
886 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2021.

Based on Whitegate Investment Counselors's 13F filing for Q4 2021, filed 3 Feb 2022.