Ownership history in XXEC, Inc. Β· 5 quarters on record
This page tracks every 13F SEC filing in which XXEC, Inc. reported a position in NOVO-NORDISK A-S F SPONSORED A (NVO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π XXEC, Inc. underperformed the S&P 500 by β62.9% annually on this NVO position. Timing score: 0% (0/4 decisions correct). Average cost basis: $68.58. Maximum drawdown during holding period: β39.2%.
β Significantly underperformed the S&P 500 by 62.9% ann.
4 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
0 of 4 add/trim decisions correct
Best entry: $55.49 (2025 Q3) Β· Worst: $83.71 (2024 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
4 adds Β· 1 trim. Bought during 3 of 4 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π XXEC, Inc. has been actively increasing its NVO allocation β a bullish signal from insiders.
Currently 4.72% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size