Evelyn V. Moreno’s NVIDIA NVDA Stock Holding History

Evelyn V. Moreno’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 Q4	$5.9M	Sell	119,110 -196,170	-62%	-$9.09M	2.78%	6
2023 Q3	$13.7M	Sell	315,280 -40,520	-11%	-$1.82M	2.99%	6
2023 Q2	$15.1M	Sell	355,800 -44,370	-11%	-$1.47M	3.21%	5
2023 Q1	$11.1M	Buy	400,170 +17,960	+5%	+$389K	2.52%	6
2022 Q4	$5.59M	Buy	382,210 +176,890	+86%	+$2.59M	1.29%	29
2022 Q3	$2.49M	Sell	205,320 -201,760	-50%	-$3.19M	1.13%	30
2022 Q2	$6.17M	Sell	407,080 -36,520	-8%	-$689K	1.44%	26
2022 Q1	$12.1M	Buy	443,600 +34,960	+9%	+$877K	2.45%	6
2021 Q4	$12M	Buy	408,640 +22,250	+6%	+$612K	2.4%	7
2021 Q3	$8.01M	Sell	386,390 -6,210	-2%	-$129K	1.88%	23
2021 Q2	$7.85M	Sell	392,600 -6,320	-2%	-$101K	1.84%	25
2021 Q1	$5.33M	Buy	398,920 +160	+0%	+$2.15K	1.27%	38
2020 Q4	$5.21M	Buy	+398,760	New	+$5.34M	1.29%	39

Other funds holding NVDA

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evelyn V. Moreno's NVDA Position: Q4 2023 in Review

Evelyn V. Moreno reduced its NVIDIA (NVDA) stake by 62% in Q4 2023, selling an estimated $9.09M and leaving 119,110 shares worth $5.9M. The position accounts for 2.78% of the portfolio, ranked #6.

Evelyn V. Moreno first reported a position in NVDA in Q4 2020 and has held it in 13 quarters since. The position peaked at $15.1M in Q2 2023. 4,023 funds tracked by Wall St. Rank hold NVDA as of Q4 2023.

Evelyn V. Moreno held 119,110 shares of NVIDIA worth $5.9M as of Q4 2023.
Evelyn V. Moreno sold 196,170 NVIDIA shares in Q4 2023, an estimated $9.09M.
NVIDIA made up 2.78% of Evelyn V. Moreno's portfolio in Q4 2023, its #6 holding.
Evelyn V. Moreno first reported a position in NVIDIA in Q4 2020 and has held it in 13 quarters since.
Evelyn V. Moreno's NVIDIA position peaked at $15.1M in Q2 2023.
4,023 funds tracked by Wall St. Rank held NVIDIA as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.