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Steward Financial Group’s NVIDIA NVDA Stock Holding History

Steward Financial Group’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
Q3 		$197K Buy
4,550
+240
+6% +$10.8K 0.06% 73
2023
Q2 		$182K Sell
4,310
-240
-5% -$7.97K 0.06% 68
2023
Q1 		$126K Buy
4,550
+820
+22% +$17.7K 0.04% 56
2022
Q4 		$54K Buy
+3,730
New +$54.7K 0.03% 76
2022
Q3 		– Sell
-2,780
Closed -$42K – 912
2022
Q2 		$42K Buy
2,780
+710
+34% +$13.4K 0.03% 107
2022
Q1 		$56K Buy
+2,070
New +$51.9K 0.05% 79

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Steward Financial Group's NVDA Position: Q3 2023 in Review

Steward Financial Group increased its NVIDIA (NVDA) stake by 5.6% in Q3 2023, buying an estimated $10.8K and bringing the position to 4,550 shares worth $197K. The position accounts for 0.06% of the portfolio, ranked #73.

Steward Financial Group first reported a position in NVDA in Q1 2022 and has held it in 6 quarters since. 3,678 funds tracked by Wall St. Rank hold NVDA as of Q3 2023.

  • Steward Financial Group held 4,550 shares of NVIDIA worth $197K as of Q3 2023.
  • Steward Financial Group bought 240 NVIDIA shares in Q3 2023, an estimated $10.8K.
  • NVIDIA made up 0.06% of Steward Financial Group's portfolio in Q3 2023, its #73 holding.
  • Steward Financial Group first reported a position in NVIDIA in Q1 2022 and has held it in 6 quarters since.
  • 3,678 funds tracked by Wall St. Rank held NVIDIA as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.