Summit Financial Group’s NVIDIA NVDA Stock Holding History

Summit 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
2024 Q1	$816K	Hold	9,030	–	–	0.29%	91
2023 Q4	$447K	Hold	9,030	–	–	0.17%	121
2023 Q3	$393K	Sell	9,030 -270	-3%	-$12.1K	0.17%	129
2023 Q2	$382K	Buy	+9,300	New	+$309K	0.15%	137

Other funds holding NVDA

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Summit Financial Group's NVDA Position: Q1 2024 in Review

Summit Financial Group held its NVIDIA (NVDA) position steady in Q1 2024 at 9,030 shares worth $816K. The position accounts for 0.29% of the portfolio, ranked #91.

Summit Financial Group first reported a position in NVDA in Q2 2023 and has held it in 4 quarters since. 4,338 funds tracked by Wall St. Rank hold NVDA as of Q1 2024.

Summit Financial Group held 9,030 shares of NVIDIA worth $816K as of Q1 2024.
Summit Financial Group left its NVIDIA share count unchanged in Q1 2024.
NVIDIA made up 0.29% of Summit Financial Group's portfolio in Q1 2024, its #91 holding.
Summit Financial Group first reported a position in NVIDIA in Q2 2023 and has held it in 4 quarters since.
4,338 funds tracked by Wall St. Rank held NVIDIA as of Q1 2024.

Based on Summit Financial Group's 13F filing for Q1 2024, filed 5 Apr 2024.