Ground Swell Capital’s National Instruments Corp NATI Stock Holding History

Ground Swell Capital’s Portfolio NATI Stock Details NATI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-3,578	Closed	-$213K	–	134
2023 Q3	$213K	Buy	+3,578	New	+$210K	0.35%	50
2014 Q3	$6K	Sell	200 -245	-55%	-$7.93K	0.01%	1367
2014 Q2	$14K	Buy	+445	New	+$12.8K	0.03%	577

Other funds holding NATI

GAM

Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Ground Swell Capital's NATI Position: Q4 2023 in Review

Ground Swell Capital sold out of National Instruments Corp (NATI) in Q4 2023, closing a stake of 3,578 shares — an estimated $213K sold.

Ground Swell Capital first reported a position in NATI in Q2 2014 and held it in 3 quarters. The position peaked at $213K in Q3 2023. 3 funds tracked by Wall St. Rank hold NATI as of Q4 2023.

Ground Swell Capital reported no remaining National Instruments Corp position as of Q4 2023 after selling out during the quarter.
Ground Swell Capital sold 3,578 National Instruments Corp shares in Q4 2023, an estimated $213K.
Ground Swell Capital first reported a position in National Instruments Corp in Q2 2014 and held it in 3 quarters.
Ground Swell Capital's National Instruments Corp position peaked at $213K in Q3 2023.
3 funds tracked by Wall St. Rank held National Instruments Corp as of Q4 2023.

Based on Ground Swell Capital's 13F filing for Q4 2023, filed 13 Feb 2024.