LeJeune Puetz Investment Counsel’s NVIDIA NVDA Stock Holding History

LeJeune Puetz Investment Counsel’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
2023 Q1	–	Sell	-35,200	Closed	-$514K	–	199
2022 Q4	$514K	Hold	35,200	–	–	0.19%	114
2022 Q3	$427K	Sell	35,200 -8,000	-19%	-$126K	0.18%	113
2022 Q2	$654K	Buy	43,200 +23,000	+114%	+$434K	0.25%	96
2022 Q1	$551K	Hold	20,200	–	–	0.19%	109
2021 Q4	$594K	Sell	20,200 -8,000	-28%	-$220K	0.2%	107
2021 Q3	$584K	Buy	28,200 +2,200	+8%	+$45.7K	0.21%	105
2021 Q2	$520K	Sell	26,000 -10,200	-28%	-$164K	0.19%	109
2021 Q1	$483K	Buy	36,200 +22,400	+162%	+$301K	0.19%	110
2020 Q4	$180K	Buy	13,800 +2,400	+21%	+$32.1K	0.08%	155
2020 Q3	$154K	Hold	11,400	–	–	0.08%	151
2020 Q2	$108K	Sell	11,400 -4,600	-29%	-$37.2K	0.06%	166
2020 Q1	$105K	Buy	+16,000	New	+$101K	0.06%	164

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Norges Bank Oslo, Norway $935B AUM

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

LeJeune Puetz Investment Counsel's NVDA Position: Q1 2023 in Review

LeJeune Puetz Investment Counsel sold out of NVIDIA (NVDA) in Q1 2023, closing a stake of 35,200 shares — an estimated $514K sold.

LeJeune Puetz Investment Counsel first reported a position in NVDA in Q1 2020 and held it in 12 quarters. The position peaked at $654K in Q2 2022. 3,236 funds tracked by Wall St. Rank hold NVDA as of Q1 2023.

LeJeune Puetz Investment Counsel reported no remaining NVIDIA position as of Q1 2023 after selling out during the quarter.
LeJeune Puetz Investment Counsel sold 35,200 NVIDIA shares in Q1 2023, an estimated $514K.
LeJeune Puetz Investment Counsel first reported a position in NVIDIA in Q1 2020 and held it in 12 quarters.
LeJeune Puetz Investment Counsel's NVIDIA position peaked at $654K in Q2 2022.
3,236 funds tracked by Wall St. Rank held NVIDIA as of Q1 2023.

Based on LeJeune Puetz Investment Counsel's 13F filing for Q1 2023, filed 3 May 2023.