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Advisory Research’s NVIDIA NVDA Stock Holding History

Advisory Research’s Portfolio NVDA Stock Details NVDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-24,340
Closed -$1.21M – 268
2023
Q4 		$1.21M Sell
24,340
-35,720
-59% -$1.66M 0.19% 142
2023
Q3 		$2.61M Buy
60,060
+10,610
+21% +$475K 0.36% 74
2023
Q2 		$2.09M Buy
+49,450
New +$1.64M 0.27% 103
2021
Q3 		– Sell
-19,400
Closed -$388K – 395
2021
Q2 		$388K Buy
19,400
+640
+3% +$10.3K 0.03% 290
2021
Q1 		$250K Sell
18,760
-1,640
-8% -$22K 0.02% 314
2020
Q4 		$266K Sell
20,400
-1,480
-7% -$19.8K 0.02% 300
2020
Q3 		$296K Buy
+21,880
New +$255K 0.03% 276
2019
Q3 		– Sell
-53,480
Closed -$220K – 344
2019
Q2 		$220K Buy
+53,480
New +$222K ﹤0.01% 352
2018
Q4 		– Sell
-48,800
Closed -$343K – 383
2018
Q3 		$343K Buy
48,800
+9,120
+23% +$59.3K 0.01% 329
2018
Q2 		$235K Buy
+39,680
New +$241K ﹤0.01% 357
2017
Q4 		– Sell
-421,440
Closed -$1.88M – 436
2017
Q3 		$1.88M Sell
421,440
-51,480
-11% -$214K 0.03% 225
2017
Q2 		$1.71M Sell
472,920
-189,000
-29% -$600K 0.03% 242
2017
Q1 		$1.8M Sell
661,920
-21,840
-3% -$58.1K 0.03% 261
2016
Q4 		$1.82M Buy
+683,760
New +$1.43M 0.03% 220
2014
Q2 		– Sell
-150,320
Closed -$67K – 569
2014
Q1 		$67K Buy
+150,320
New +$64.3K ﹤0.01% 667

Other funds holding NVDA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advisory Research's NVDA Position: Q1 2024 in Review

Advisory Research sold out of NVIDIA (NVDA) in Q1 2024, closing a stake of 24,340 shares — an estimated $1.21M sold.

Advisory Research first reported a position in NVDA in Q1 2014 and held it in 15 quarters. The position peaked at $2.61M in Q3 2023. 4,338 funds tracked by Wall St. Rank hold NVDA as of Q1 2024.

  • Advisory Research reported no remaining NVIDIA position as of Q1 2024 after selling out during the quarter.
  • Advisory Research sold 24,340 NVIDIA shares in Q1 2024, an estimated $1.21M.
  • Advisory Research first reported a position in NVIDIA in Q1 2014 and held it in 15 quarters.
  • Advisory Research's NVIDIA position peaked at $2.61M in Q3 2023.
  • 4,338 funds tracked by Wall St. Rank held NVIDIA as of Q1 2024.

Based on Advisory Research's 13F filing for Q1 2024, filed 14 May 2024.