Family Management’s NetApp NTAP Stock Holding History

Family Management’s Portfolio NTAP Stock Details NTAP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-13,759	Closed	-$1.7M	–	216
2024 Q3	$1.7M	Buy	+13,759	New	+$1.72M	0.28%	70

Other funds holding NTAP

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Family Management's NTAP Position: Q4 2024 in Review

Family Management sold out of NetApp (NTAP) in Q4 2024, closing a stake of 13,759 shares — an estimated $1.7M sold.

Family Management first reported a position in NTAP in Q3 2024 and held it in 1 quarter. The position peaked at $1.7M in Q3 2024. 880 funds tracked by Wall St. Rank hold NTAP as of Q4 2024.

Family Management reported no remaining NetApp position as of Q4 2024 after selling out during the quarter.
Family Management sold 13,759 NetApp shares in Q4 2024, an estimated $1.7M.
Family Management first reported a position in NetApp in Q3 2024 and held it in 1 quarter.
Family Management's NetApp position peaked at $1.7M in Q3 2024.
880 funds tracked by Wall St. Rank held NetApp as of Q4 2024.

Based on Family Management's 13F filing for Q4 2024, filed 14 Feb 2025.