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Ulrich Consultants & Investment Group’s NVIDIA NVDA Stock Holding History

Ulrich Consultants & Investment 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
2022
Q4 		– Sell
-138,620
Closed -$1.68M – 40
2022
Q3 		$1.68M Buy
138,620
+3,180
+2% +$50.3K 1.3% 22
2022
Q2 		$2.05M Buy
+135,440
New +$2.56M 1.12% 24

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

Ulrich Consultants & Investment Group's NVDA Position: Q4 2022 in Review

Ulrich Consultants & Investment Group sold out of NVIDIA (NVDA) in Q4 2022, closing a stake of 138,620 shares — an estimated $1.68M sold.

Ulrich Consultants & Investment Group first reported a position in NVDA in Q2 2022 and held it in 2 quarters. The position peaked at $2.05M in Q2 2022. 2,897 funds tracked by Wall St. Rank hold NVDA as of Q4 2022.

  • Ulrich Consultants & Investment Group reported no remaining NVIDIA position as of Q4 2022 after selling out during the quarter.
  • Ulrich Consultants & Investment Group sold 138,620 NVIDIA shares in Q4 2022, an estimated $1.68M.
  • Ulrich Consultants & Investment Group first reported a position in NVIDIA in Q2 2022 and held it in 2 quarters.
  • Ulrich Consultants & Investment Group's NVIDIA position peaked at $2.05M in Q2 2022.
  • 2,897 funds tracked by Wall St. Rank held NVIDIA as of Q4 2022.

Based on Ulrich Consultants & Investment Group's 13F filing for Q4 2022, filed 3 Feb 2023.