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Lake Street Advisors Group’s NVIDIA NVDA Stock Holding History

Lake Street Advisors 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
Q4 		$45.1M Buy
336,173
+15,548
+5% +$2.14M 2.08% 11
2024
Q3 		$38.9M Buy
320,625
+608
+0.2% +$71.8K 1.8% 16
2024
Q2 		$39.5M Buy
320,017
+5,227
+2% +$528K 1.9% 13
2024
Q1 		$28.4M Buy
314,790
+23,160
+8% +$1.68M 1.33% 22
2023
Q4 		$14.4M Buy
291,630
+4,700
+2% +$218K 0.72% 31
2023
Q3 		$12.5M Buy
286,930
+10,410
+4% +$466K 0.74% 32
2023
Q2 		$11.7M Buy
276,520
+24,550
+10% +$815K 0.65% 35
2023
Q1 		$7M Buy
251,970
+10,650
+4% +$230K 0.43% 40
2022
Q4 		$3.53M Buy
241,320
+13,980
+6% +$205K 0.23% 71
2022
Q3 		$2.76M Sell
227,340
-8,360
-4% -$132K 0.2% 80
2022
Q2 		$3.57M Sell
235,700
-16,650
-7% -$314K 0.25% 58
2022
Q1 		$6.89M Buy
252,350
+10,200
+4% +$256K 0.44% 38
2021
Q4 		$7.12M Sell
242,150
-3,610
-1% -$99.3K 0.45% 38
2021
Q3 		$5.09M Sell
245,760
-450,600
-65% -$9.36M 0.55% 38
2021
Q2 		$3.46M Buy
696,360
+525,840
+308% +$8.43M 0.26% 50
2021
Q1 		$2.28M Buy
170,520
+4,000
+2% +$53.8K 0.19% 55
2020
Q4 		$2.17M Buy
166,520
+2,920
+2% +$39.1K 0.18% 56
2020
Q3 		$2.21M Buy
163,600
+18,080
+12% +$210K 0.21% 49
2020
Q2 		$1.38M Buy
145,520
+12,160
+9% +$98.4K 0.14% 68
2020
Q1 		$879K Buy
133,360
+46,240
+53% +$292K 0.11% 75
2019
Q4 		$513K Buy
87,120
+8,560
+11% +$44.5K 0.05% 119
2019
Q3 		$303K Buy
78,560
+680
+0.9% +$2.86K 0.03% 145
2019
Q2 		$320K Sell
77,880
-10,920
-12% -$45.3K 0.03% 140
2019
Q1 		$399K Buy
+88,800
New +$345K 0.04% 126
2018
Q4 		– Sell
-67,960
Closed -$477K – 214
2018
Q3 		$477K Sell
67,960
-103,920
-60% -$676K 0.05% 100
2018
Q2 		$1.02M Sell
171,880
-3,360
-2% -$20.4K 0.1% 77
2018
Q1 		$1.01M Sell
175,240
-5,280
-3% -$31K 0.11% 64
2017
Q4 		$873K Buy
+180,520
New +$897K 0.1% 82

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

Lake Street Advisors Group's NVDA Position: Q4 2024 in Review

Lake Street Advisors Group increased its NVIDIA (NVDA) stake by 4.8% in Q4 2024, buying an estimated $2.14M and bringing the position to 336,173 shares worth $45.1M. The position accounts for 2.08% of the portfolio, ranked #11.

Lake Street Advisors Group first reported a position in NVDA in Q4 2017 and has held it in 28 quarters since. 5,193 funds tracked by Wall St. Rank hold NVDA as of Q4 2024.

  • Lake Street Advisors Group held 336,173 shares of NVIDIA worth $45.1M as of Q4 2024.
  • Lake Street Advisors Group bought 15,548 NVIDIA shares in Q4 2024, an estimated $2.14M.
  • NVIDIA made up 2.08% of Lake Street Advisors Group's portfolio in Q4 2024, its #11 holding.
  • Lake Street Advisors Group first reported a position in NVIDIA in Q4 2017 and has held it in 28 quarters since.
  • 5,193 funds tracked by Wall St. Rank held NVIDIA as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.