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Newman & Schimel’s NVIDIA NVDA Stock Holding History

Newman & Schimel’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
2022
Q4 		$1.01M Buy
+69,390
New +$1.02M 0.46% 19
2022
Q2 		– Sell
-7,790
Closed -$213K – 49
2022
Q1 		$213K Hold
7,790
– – 0.14% 44
2021
Q4 		$229K Buy
+7,790
New +$214K 0.13% 44

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Newman & Schimel's NVDA Position: Q4 2022 in Review

Newman & Schimel opened a new position in NVIDIA (NVDA) in Q4 2022: 69,390 shares worth $1.01M. The stake represents 0.46% of the portfolio and ranks #19 among its holdings. This is a return to the name: Newman & Schimel previously reported a position in NVDA as recently as Q1 2022.

Newman & Schimel first reported a position in NVDA in Q4 2021 and has held it in 3 quarters since. 2,896 funds tracked by Wall St. Rank hold NVDA as of Q4 2022.

  • Newman & Schimel held 69,390 shares of NVIDIA worth $1.01M as of Q4 2022.
  • NVIDIA was a new Newman & Schimel position in Q4 2022.
  • NVIDIA made up 0.46% of Newman & Schimel's portfolio in Q4 2022, its #19 holding.
  • Newman & Schimel first reported a position in NVIDIA in Q4 2021 and has held it in 3 quarters since.
  • 2,896 funds tracked by Wall St. Rank held NVIDIA as of Q4 2022.

Based on Newman & Schimel's 13F filing for Q4 2022, filed 23 Jan 2023.