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Newfound Research’s NVIDIA NVDA Stock Holding History

Newfound Research’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
2021
Q4 		– Sell
-3,240
Closed -$67K – 134
2021
Q3 		$67K Sell
3,240
-2,040
-39% -$42.4K 0.11% 106
2021
Q2 		$106K Buy
5,280
+2,360
+81% +$37.8K 0.21% 13
2021
Q1 		$39K Buy
+2,920
New +$39.2K 0.09% 117
2020
Q4 		– Sell
-3,640
Closed -$49K – 149
2020
Q3 		$49K Buy
+3,640
New +$42.4K 0.14% 27

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Newfound Research's NVDA Position: Q4 2021 in Review

Newfound Research sold out of NVIDIA (NVDA) in Q4 2021, closing a stake of 3,240 shares — an estimated $67K sold.

Newfound Research first reported a position in NVDA in Q3 2020 and held it in 4 quarters. The position peaked at $106K in Q2 2021. 3,084 funds tracked by Wall St. Rank hold NVDA as of Q4 2021.

  • Newfound Research reported no remaining NVIDIA position as of Q4 2021 after selling out during the quarter.
  • Newfound Research sold 3,240 NVIDIA shares in Q4 2021, an estimated $67K.
  • Newfound Research first reported a position in NVIDIA in Q3 2020 and held it in 4 quarters.
  • Newfound Research's NVIDIA position peaked at $106K in Q2 2021.
  • 3,084 funds tracked by Wall St. Rank held NVIDIA as of Q4 2021.

Based on Newfound Research's 13F filing for Q4 2021, filed 19 Jan 2022.