Zega Financial’s Novo Nordisk NVO Stock Holding History

Zega 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
2024 Q3	–	Sell	-4,399	Closed	-$628K	–	131
2024 Q2	$628K	Buy	+4,399	New	+$583K	0.11%	69

Other funds holding NVO

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Zega Financial's NVO Position: Q3 2024 in Review

Zega Financial sold out of Novo Nordisk (NVO) in Q3 2024, closing a stake of 4,399 shares — an estimated $628K sold.

Zega Financial first reported a position in NVO in Q2 2024 and held it in 1 quarter. The position peaked at $628K in Q2 2024. 1,785 funds tracked by Wall St. Rank hold NVO as of Q3 2024.

Zega Financial reported no remaining Novo Nordisk position as of Q3 2024 after selling out during the quarter.
Zega Financial sold 4,399 Novo Nordisk shares in Q3 2024, an estimated $628K.
Zega Financial first reported a position in Novo Nordisk in Q2 2024 and held it in 1 quarter.
Zega Financial's Novo Nordisk position peaked at $628K in Q2 2024.
1,785 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2024.

Based on Zega Financial's 13F filing for Q3 2024, filed 14 Nov 2024.