SEC 13F Intelligence

Willingdon Wealth Management / NVO

Willingdon Wealth Management’s Novo-Nordisk A S Position

Does Willingdon Wealth Management own Novo-Nordisk A S (NVO)? Yes — 79.2K shares worth $5M (+1.20% of its 13F portfolio) as of Q1 2020, up from 74.7K shares the prior filed quarter.

Position Value
$5M
Q1 2020
Shares
79.2K
% of Portfolio
+1.20%
Quarters Held
6
currently held

Position History NVO

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $3MQ1 ’19Q2 ’19: $4MQ2 ’19Q3 ’19: $4MQ3 ’19Q4 ’19: $4MQ4 ’19Q1 ’20: $5MQ1 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202079.2K$5M+1.20%
Q4 201974.7K$4M+0.89%
Q3 201970.7K$4M+0.80%
Q2 201968.6K$4M+0.81%
Q1 201965.0K$3M+0.83%
Q4 201863.7K$3M+0.85%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Willingdon Wealth Management’s full portfolio or all institutional holders of NVO.