ZIMP
NVO

Zimmermann Investment Management & Planning’s Novo Nordisk NVO Stock Holding History

Zimmermann Investment Management & Planning’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
Q4 		– Sell
-5,249
Closed -$625K – 87
2024
Q3 		$625K Buy
5,249
+110
+2% +$14.7K 0.19% 76
2024
Q2 		$734K Buy
5,139
+883
+21% +$117K 0.25% 64
2024
Q1 		$546K Buy
4,256
+728
+21% +$86.7K 0.2% 79
2023
Q4 		$365K Buy
3,528
+901
+34% +$89.1K 0.15% 86
2023
Q3 		$239K Buy
+2,627
New +$231K 0.11% 94

Other funds holding NVO

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Zimmermann Investment Management & Planning's NVO Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of Novo Nordisk (NVO) in Q4 2024, closing a stake of 5,249 shares — an estimated $625K sold.

Zimmermann Investment Management & Planning first reported a position in NVO in Q3 2023 and held it in 5 quarters. The position peaked at $734K in Q2 2024. 1,663 funds tracked by Wall St. Rank hold NVO as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining Novo Nordisk position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 5,249 Novo Nordisk shares in Q4 2024, an estimated $625K.
  • Zimmermann Investment Management & Planning first reported a position in Novo Nordisk in Q3 2023 and held it in 5 quarters.
  • Zimmermann Investment Management & Planning's Novo Nordisk position peaked at $734K in Q2 2024.
  • 1,663 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.