WEC
NVO

Winslow Evans & Crocker’s Novo Nordisk NVO Stock Holding History

Winslow Evans & Crocker’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 		$4.23M Buy
121,022
+9,582
+9% +$331K 0.8% 25
2020
Q3 		$3.87M Buy
111,440
+6,294
+6% +$210K 0.96% 17
2020
Q2 		$3.44M Buy
105,146
+6,778
+7% +$216K 0.92% 20
2020
Q1 		$2.96M Sell
98,368
-300
-0.3% -$8.93K 0.98% 20
2019
Q4 		$2.86M Hold
98,668
– – 0.73% 29
2019
Q3 		$2.55M Sell
98,668
-3,996
-4% -$101K 0.71% 26
2019
Q2 		$2.62M Sell
102,664
-2,868
-3% -$70.9K 0.73% 26
2019
Q1 		$2.76M Sell
105,532
-4,252
-4% -$105K 0.78% 25
2018
Q4 		$2.53M Buy
109,784
+904
+0.8% +$20.1K 0.85% 24
2018
Q3 		$2.57M Sell
108,880
-3,896
-3% -$95.1K 0.78% 24
2018
Q2 		$2.6M Buy
112,776
+12
+0% +$285 0.82% 23
2018
Q1 		$2.78M Sell
112,764
-3,188
-3% -$83.7K 0.9% 21
2017
Q4 		$3.11M Sell
115,952
-800
-0.7% -$20.3K 1% 20
2017
Q3 		$2.81M Sell
116,752
-20,876
-15% -$472K 0.93% 23
2017
Q2 		$2.89M Buy
137,628
+20,996
+18% +$424K 0.79% 25
2017
Q1 		$2M Sell
116,632
-31,368
-21% -$546K 0.63% 35
2016
Q4 		$2.65M Sell
148,000
-28,840
-16% -$523K 0.82% 28
2016
Q3 		$3.68M Buy
176,840
+16,032
+10% +$397K 1.05% 18
2016
Q2 		$4.32M Sell
160,808
-2,990
-2% -$82K 1.29% 13
2016
Q1 		$4.44M Sell
163,798
-490
-0.3% -$13.1K 1.34% 13
2015
Q4 		$4.77M Buy
164,288
+9,172
+6% +$254K 1.37% 12
2015
Q3 		$4.21M Buy
155,116
+2,032
+1% +$57.5K 1.32% 13
2015
Q2 		$4.19M Sell
153,084
-3,204
-2% -$90.1K 1.18% 14
2015
Q1 		$4.17M Sell
156,288
-13,820
-8% -$318K 1.18% 15
2014
Q4 		$3.6M Sell
170,108
-4,088
-2% -$91.3K 1.03% 18
2014
Q3 		$4.15M Buy
174,196
+13,776
+9% +$317K 1.19% 13
2014
Q2 		$3.7M Sell
160,420
-4,016
-2% -$88.7K 1.23% 9
2014
Q1 		$3.75M Buy
164,436
+446
+0.3% +$9.5K 1.29% 9
2013
Q4 		$3.03M Buy
+163,990
New +$2.86M 1.04% 14

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

Winslow Evans & Crocker's NVO Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Novo Nordisk (NVO) stake by 8.6% in Q4 2020, buying an estimated $331K and bringing the position to 121,022 shares worth $4.23M. The position accounts for 0.8% of the portfolio, ranked #25.

Winslow Evans & Crocker first reported a position in NVO in Q4 2013 and has held it in 29 quarters since. The position peaked at $4.77M in Q4 2015. 702 funds tracked by Wall St. Rank hold NVO as of Q4 2020.

  • Winslow Evans & Crocker held 121,022 shares of Novo Nordisk worth $4.23M as of Q4 2020.
  • Winslow Evans & Crocker bought 9,582 Novo Nordisk shares in Q4 2020, an estimated $331K.
  • Novo Nordisk made up 0.8% of Winslow Evans & Crocker's portfolio in Q4 2020, its #25 holding.
  • Winslow Evans & Crocker first reported a position in Novo Nordisk in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's Novo Nordisk position peaked at $4.77M in Q4 2015.
  • 702 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.