Naples Money Management’s NVIDIA NVDA Stock Holding History

Naples Money Management’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	$11.3M	Sell	93,300 -11,720	-11%	-$1.38M	9.57%	2
2024 Q2	$13.1M	Buy	105,020 +59,590	+131%	+$6.02M	11.13%	2
2024 Q1	$4.1M	Sell	45,430 -77,470	-63%	-$5.62M	4.09%	4
2023 Q4	$6.09M	Buy	+122,900	New	+$5.7M	5.7%	2

Other funds holding NVDA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Naples Money Management's NVDA Position: Q3 2024 in Review

Naples Money Management reduced its NVIDIA (NVDA) stake by 11% in Q3 2024, selling an estimated $1.38M and leaving 93,300 shares worth $11.3M. The position accounts for 9.57% of the portfolio, ranked #2.

Naples Money Management first reported a position in NVDA in Q4 2023 and has held it in 4 quarters since. The position peaked at $13.1M in Q2 2024. 4,621 funds tracked by Wall St. Rank hold NVDA as of Q3 2024.

Naples Money Management held 93,300 shares of NVIDIA worth $11.3M as of Q3 2024.
Naples Money Management sold 11,720 NVIDIA shares in Q3 2024, an estimated $1.38M.
NVIDIA made up 9.57% of Naples Money Management's portfolio in Q3 2024, its #2 holding.
Naples Money Management first reported a position in NVIDIA in Q4 2023 and has held it in 4 quarters since.
Naples Money Management's NVIDIA position peaked at $13.1M in Q2 2024.
4,621 funds tracked by Wall St. Rank held NVIDIA as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.