Kowal Investment Group’s NVIDIA NVDA Stock Holding History

Kowal Investment Group’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	$8.87M	Sell	73,009 -62	-0.1%	-$7.32K	1.63%	11
2024 Q2	$9.03M	Buy	73,071 +4,261	+6%	+$431K	1.8%	11
2024 Q1	$6.22M	Sell	68,810 -8,850	-11%	-$641K	1.34%	12
2023 Q4	$3.85M	Buy	77,660 +9,760	+14%	+$452K	0.9%	13
2023 Q3	$2.95M	Sell	67,900 -580	-0.8%	-$26K	0.8%	16
2023 Q2	$2.9M	Buy	68,480 +3,350	+5%	+$111K	0.77%	17
2023 Q1	$1.81M	Buy	65,130 +8,260	+15%	+$179K	0.51%	27
2022 Q4	$831K	Sell	56,870 -350	-0.6%	-$5.13K	0.25%	55
2022 Q3	$695K	Sell	57,220 -10,270	-15%	-$162K	0.24%	56
2022 Q2	$1.02M	Buy	67,490 +2,950	+5%	+$55.7K	0.34%	32
2022 Q1	$1.76M	Buy	64,540 +5,460	+9%	+$137K	0.54%	18
2021 Q4	$1.74M	Buy	59,080 +6,900	+13%	+$190K	0.52%	16
2021 Q3	$1.08M	Buy	52,180 +3,020	+6%	+$62.7K	0.34%	25
2021 Q2	$983K	Buy	+49,160	New	+$788K	0.35%	25

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Kowal Investment Group's NVDA Position: Q3 2024 in Review

Kowal Investment Group reduced its NVIDIA (NVDA) stake by 0.08% in Q3 2024, selling an estimated $7.32K and leaving 73,009 shares worth $8.87M. The position accounts for 1.63% of the portfolio, ranked #11.

Kowal Investment Group first reported a position in NVDA in Q2 2021 and has held it in 14 quarters since. The position peaked at $9.03M in Q2 2024. 4,619 funds tracked by Wall St. Rank hold NVDA as of Q3 2024.

Kowal Investment Group held 73,009 shares of NVIDIA worth $8.87M as of Q3 2024.
Kowal Investment Group sold 62 NVIDIA shares in Q3 2024, an estimated $7.32K.
NVIDIA made up 1.63% of Kowal Investment Group's portfolio in Q3 2024, its #11 holding.
Kowal Investment Group first reported a position in NVIDIA in Q2 2021 and has held it in 14 quarters since.
Kowal Investment Group's NVIDIA position peaked at $9.03M in Q2 2024.
4,619 funds tracked by Wall St. Rank held NVIDIA as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.