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Jay D. Rosenbaum’s NVIDIA NVDA Stock Holding History

Jay D. Rosenbaum’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
2024
Q3 		$294K Sell
2,420
-2,080
-46% -$246K 4.39% 3
2024
Q2 		$556K Sell
4,500
-650
-13% -$65.7K 3.15% 7
2024
Q1 		$465K Sell
5,150
-12,910
-71% -$936K 2.64% 9
2023
Q4 		$894K Sell
18,060
-18,070
-50% -$837K 2.31% 9
2023
Q3 		$1.57M Sell
36,130
-9,360
-21% -$419K 2.63% 5
2023
Q2 		$1.92M Sell
45,490
-6,930
-13% -$230K 3.09% 5
2023
Q1 		$1.46M Buy
52,420
+4,730
+10% +$102K 2.68% 10
2022
Q4 		$697K Buy
47,690
+2,070
+5% +$30.4K 1.51% 29
2022
Q3 		$554K Sell
45,620
-6,640
-13% -$105K 1.28% 36
2022
Q2 		$792K Sell
52,260
-360
-0.7% -$6.79K 1.53% 25
2022
Q1 		$1.44M Buy
52,620
+960
+2% +$24.1K 2.27% 9
2021
Q4 		$1.52M Buy
51,660
+1,100
+2% +$30.3K 2.23% 11
2021
Q3 		$1.05M Sell
50,560
-1,360
-3% -$28.2K 1.74% 25
2021
Q2 		$1.04M Buy
51,920
+1,480
+3% +$23.7K 1.72% 26
2021
Q1 		$674K Buy
50,440
+3,200
+7% +$43K 1.16% 36
2020
Q4 		$617K Buy
+47,240
New +$632K 1.07% 37

Other funds holding NVDA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jay D. Rosenbaum's NVDA Position: Q3 2024 in Review

Jay D. Rosenbaum reduced its NVIDIA (NVDA) stake by 46% in Q3 2024, selling an estimated $246K and leaving 2,420 shares worth $294K. The position accounts for 4.39% of the portfolio, ranked #3.

Jay D. Rosenbaum first reported a position in NVDA in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.92M in Q2 2023. 4,619 funds tracked by Wall St. Rank hold NVDA as of Q3 2024.

  • Jay D. Rosenbaum held 2,420 shares of NVIDIA worth $294K as of Q3 2024.
  • Jay D. Rosenbaum sold 2,080 NVIDIA shares in Q3 2024, an estimated $246K.
  • NVIDIA made up 4.39% of Jay D. Rosenbaum's portfolio in Q3 2024, its #3 holding.
  • Jay D. Rosenbaum first reported a position in NVIDIA in Q4 2020 and has held it in 16 quarters since.
  • Jay D. Rosenbaum's NVIDIA position peaked at $1.92M in Q2 2023.
  • 4,619 funds tracked by Wall St. Rank held NVIDIA as of Q3 2024.

Based on Jay D. Rosenbaum's 13F filing for Q3 2024, filed 7 Nov 2024.