Curi Wealth Management’s Nordson NDSN Stock Holding History

Curi Wealth Management’s Portfolio NDSN Stock Details NDSN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,655	Closed	-$437K	–	92
2023 Q4	$437K	Hold	1,655	–	–	0.06%	97
2023 Q3	$369K	Sell	1,655 -32	-2%	-$7.66K	0.06%	100
2023 Q2	$419K	Sell	1,687 -7	-0.4%	-$1.56K	0.06%	98
2023 Q1	$377K	Buy	1,694 +13	+0.8%	+$2.98K	0.05%	105
2022 Q4	$400K	Hold	1,681	–	–	0.06%	124
2022 Q3	$357K	Buy	1,681 +54	+3%	+$12.1K	0.06%	121
2022 Q2	$329K	Buy	1,627 +34	+2%	+$7.25K	0.06%	84
2022 Q1	$361K	Buy	1,593 +93	+6%	+$21.4K	0.06%	77
2021 Q4	$382K	Hold	1,500	–	–	0.07%	77
2021 Q3	$357K	Sell	1,500 -240	-14%	-$55.4K	0.16%	53
2021 Q2	$381K	Hold	1,740	–	–	0.19%	57
2021 Q1	$345K	Hold	1,740	–	–	0.22%	57
2020 Q4	$349K	Buy	+1,740	New	+$349K	0.25%	51

Other funds holding NDSN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Curi Wealth Management's NDSN Position: Q1 2024 in Review

Curi Wealth Management sold out of Nordson (NDSN) in Q1 2024, closing a stake of 1,655 shares — an estimated $437K sold.

Curi Wealth Management first reported a position in NDSN in Q4 2020 and held it in 13 quarters. The position peaked at $437K in Q4 2023. 598 funds tracked by Wall St. Rank hold NDSN as of Q1 2024.

Curi Wealth Management reported no remaining Nordson position as of Q1 2024 after selling out during the quarter.
Curi Wealth Management sold 1,655 Nordson shares in Q1 2024, an estimated $437K.
Curi Wealth Management first reported a position in Nordson in Q4 2020 and held it in 13 quarters.
Curi Wealth Management's Nordson position peaked at $437K in Q4 2023.
598 funds tracked by Wall St. Rank held Nordson as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.