RIT Capital Partners’s NerdWallet NRDS Stock Holding History

RIT Capital Partners’s Portfolio NRDS Stock Details NRDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-155,741	Closed	-$1.38M	–	11
2022 Q3	$1.38M	Sell	155,741 -94,259	-38%	-$924K	8.14%	3
2022 Q2	$1.98M	Hold	250,000	–	–	1.45%	10
2022 Q1	$2.98M	Hold	250,000	–	–	1.24%	9
2021 Q4	$3.89M	Buy	+250,000	New	+$4.89M	1.38%	10

Other funds holding NRDS

ICM

Innovius Capital Management San Francisco, California $77.9M AUM 61.48% 1-Year Est. Return

IVMX

Institutional Venture Management XIV Menlo Park, California $67.7M AUM 8.12% 1-Year Est. Return

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

GIPM

G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RIT Capital Partners's NRDS Position: Q4 2022 in Review

RIT Capital Partners sold out of NerdWallet (NRDS) in Q4 2022, closing a stake of 155,741 shares — an estimated $1.38M sold.

RIT Capital Partners first reported a position in NRDS in Q4 2021 and held it in 4 quarters. The position peaked at $3.89M in Q4 2021. 82 funds tracked by Wall St. Rank hold NRDS as of Q4 2022.

RIT Capital Partners reported no remaining NerdWallet position as of Q4 2022 after selling out during the quarter.
RIT Capital Partners sold 155,741 NerdWallet shares in Q4 2022, an estimated $1.38M.
RIT Capital Partners first reported a position in NerdWallet in Q4 2021 and held it in 4 quarters.
RIT Capital Partners's NerdWallet position peaked at $3.89M in Q4 2021.
82 funds tracked by Wall St. Rank held NerdWallet as of Q4 2022.

Based on RIT Capital Partners's 13F filing for Q4 2022, filed 14 Feb 2023.