WI
NVO

Wintrust Investments’s Novo Nordisk NVO Stock Holding History

Wintrust Investments’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
2024
Q3 		– Sell
-1,703
Closed -$243K – 513
2024
Q2 		$243K Buy
+1,703
New +$226K 0.02% 418
2017
Q3 		– Sell
-9,510
Closed -$204K – 293
2017
Q2 		$204K Sell
9,510
-2,708
-22% -$54.6K 0.05% 281
2017
Q1 		$209K Buy
+12,218
New +$213K 0.06% 273

Other funds holding NVO

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Wintrust Investments's NVO Position: Q3 2024 in Review

Wintrust Investments sold out of Novo Nordisk (NVO) in Q3 2024, closing a stake of 1,703 shares — an estimated $243K sold.

Wintrust Investments first reported a position in NVO in Q1 2017 and held it in 3 quarters. The position peaked at $243K in Q2 2024. 1,786 funds tracked by Wall St. Rank hold NVO as of Q3 2024.

  • Wintrust Investments reported no remaining Novo Nordisk position as of Q3 2024 after selling out during the quarter.
  • Wintrust Investments sold 1,703 Novo Nordisk shares in Q3 2024, an estimated $243K.
  • Wintrust Investments first reported a position in Novo Nordisk in Q1 2017 and held it in 3 quarters.
  • Wintrust Investments's Novo Nordisk position peaked at $243K in Q2 2024.
  • 1,786 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2024.

Based on Wintrust Investments's 13F filing for Q3 2024, filed 12 Nov 2024.