Essex Investment Management’s NVIDIA NVDA Stock Holding History

Essex Investment Management’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
2023 Q1	–	Sell	-80,460	Closed	-$1.18M	–	414
2022 Q4	$1.18M	Buy	+80,460	New	+$1.18M	0.18%	175
2022 Q3	–	Sell	-58,650	Closed	-$889K	–	428
2022 Q2	$889K	Buy	58,650 +15,100	+35%	+$285K	0.14%	206
2022 Q1	$1.19M	Sell	43,550 -2,450	-5%	-$61.4K	0.15%	205
2021 Q4	$1.35M	Sell	46,000 -46,000	-50%	-$1.27M	0.15%	199
2021 Q3	$1.91M	Sell	92,000 -89,160	-49%	-$1.85M	0.23%	148
2021 Q2	$3.62M	Hold	181,160	–	–	0.42%	72
2021 Q1	$2.42M	Sell	181,160 -24,600	-12%	-$331K	0.29%	108
2020 Q4	$2.69M	Sell	205,760 -62,640	-23%	-$839K	0.33%	98
2020 Q3	$3.63M	Hold	268,400	–	–	0.52%	43
2020 Q2	$2.55M	Buy	268,400 +68,400	+34%	+$553K	0.42%	71
2020 Q1	$1.32M	Buy	+200,000	New	+$1.26M	0.27%	122
2019 Q1	–	Sell	-3,018,520	Closed	-$10.1M	–	500
2018 Q4	$10.1M	Buy	+3,018,520	New	+$14.4M	1.58%	9

Other funds holding NVDA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Essex Investment Management's NVDA Position: Q1 2023 in Review

Essex Investment Management sold out of NVIDIA (NVDA) in Q1 2023, closing a stake of 80,460 shares — an estimated $1.18M sold.

Essex Investment Management first reported a position in NVDA in Q4 2018 and held it in 12 quarters. The position peaked at $10.1M in Q4 2018. 3,237 funds tracked by Wall St. Rank hold NVDA as of Q1 2023.

Essex Investment Management reported no remaining NVIDIA position as of Q1 2023 after selling out during the quarter.
Essex Investment Management sold 80,460 NVIDIA shares in Q1 2023, an estimated $1.18M.
Essex Investment Management first reported a position in NVIDIA in Q4 2018 and held it in 12 quarters.
Essex Investment Management's NVIDIA position peaked at $10.1M in Q4 2018.
3,237 funds tracked by Wall St. Rank held NVIDIA as of Q1 2023.

Based on Essex Investment Management's 13F filing for Q1 2023, filed 4 May 2023.