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Sugarloaf Wealth Management’s NVIDIA NVDA Stock Holding History

Sugarloaf Wealth 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
Q4 		$5.32M Buy
39,614
+22,514
+132% +$3.1M 1.01% 16
2024
Q3 		$2.08M Buy
17,100
+670
+4% +$79.1K 0.39% 38
2024
Q2 		$2.03M Buy
16,430
+30
+0.2% +$3.03K 0.41% 38
2024
Q1 		$1.48M Buy
16,400
+900
+6% +$65.2K 0.31% 40
2023
Q4 		$768K Buy
15,500
+970
+7% +$45K 0.19% 62
2023
Q3 		$632K Sell
14,530
-1,830
-11% -$82K 0.16% 66
2023
Q2 		$692K Sell
16,360
-12,590
-43% -$418K 0.16% 65
2023
Q1 		$804K Sell
28,950
-136,060
-82% -$2.94M 0.2% 57
2022
Q4 		$2.41M Buy
165,010
+10,470
+7% +$154K 0.61% 22
2022
Q3 		$1.88M Buy
154,540
+2,290
+2% +$36.2K 0.48% 35
2022
Q2 		$2.31M Buy
152,250
+23,810
+19% +$449K 0.58% 24
2022
Q1 		$3.52M Buy
128,440
+14,740
+13% +$370K 0.83% 16
2021
Q4 		$3.34M Buy
113,700
+2,520
+2% +$69.3K 0.79% 16
2021
Q3 		$2.3M Buy
111,180
+1,660
+2% +$34.5K 0.61% 25
2021
Q2 		$2.19M Buy
109,520
+7,520
+7% +$121K 0.6% 25
2021
Q1 		$1.36K Buy
102,000
+85,520
+519% +$1.15M 0.41% 36
2020
Q4 		$215K Buy
16,480
+80
+0.5% +$1.07K 0.07% 109
2020
Q3 		$222K Buy
16,400
+120
+0.7% +$1.4K 0.08% 105
2020
Q2 		$154K Hold
16,280
– – 0.06% 127
2020
Q1 		$107K Sell
16,280
-2,440
-13% -$15.4K 0.05% 148
2019
Q4 		$110K Buy
+18,720
New +$97.4K 0.05% 170

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Sugarloaf Wealth Management's NVDA Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its NVIDIA (NVDA) stake by 132% in Q4 2024, buying an estimated $3.1M and bringing the position to 39,614 shares worth $5.32M. The position accounts for 1.01% of the portfolio, ranked #16.

Sugarloaf Wealth Management first reported a position in NVDA in Q4 2019 and has held it in 21 quarters since. 5,192 funds tracked by Wall St. Rank hold NVDA as of Q4 2024.

  • Sugarloaf Wealth Management held 39,614 shares of NVIDIA worth $5.32M as of Q4 2024.
  • Sugarloaf Wealth Management bought 22,514 NVIDIA shares in Q4 2024, an estimated $3.1M.
  • NVIDIA made up 1.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #16 holding.
  • Sugarloaf Wealth Management first reported a position in NVIDIA in Q4 2019 and has held it in 21 quarters since.
  • 5,192 funds tracked by Wall St. Rank held NVIDIA as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.