Westchester Capital Management (New York)’s National Instruments Corp NATI Stock Holding History

Westchester Capital Management (New York)’s Portfolio NATI Stock Details NATI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,022,034	Closed	-$60.9M	–	352
2023 Q3	$60.9M	Buy	1,022,034 +656,739	+180%	+$38.6M	1.78%	13
2023 Q2	$21M	Buy	365,295 +168,533	+86%	+$9.66M	0.66%	30
2023 Q1	$10.3M	Buy	+196,762	New	+$9.87M	0.31%	88

Other funds holding NATI

GAM

Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Westchester Capital Management (New York)'s NATI Position: Q4 2023 in Review

Westchester Capital Management (New York) sold out of National Instruments Corp (NATI) in Q4 2023, closing a stake of 1,022,034 shares — an estimated $60.9M sold.

Westchester Capital Management (New York) first reported a position in NATI in Q1 2023 and held it in 3 quarters. The position peaked at $60.9M in Q3 2023. 3 funds tracked by Wall St. Rank hold NATI as of Q4 2023.

Westchester Capital Management (New York) reported no remaining National Instruments Corp position as of Q4 2023 after selling out during the quarter.
Westchester Capital Management (New York) sold 1,022,034 National Instruments Corp shares in Q4 2023, an estimated $60.9M.
Westchester Capital Management (New York) first reported a position in National Instruments Corp in Q1 2023 and held it in 3 quarters.
Westchester Capital Management (New York)'s National Instruments Corp position peaked at $60.9M in Q3 2023.
3 funds tracked by Wall St. Rank held National Instruments Corp as of Q4 2023.

Based on Westchester Capital Management (New York)'s 13F filing for Q4 2023, filed 15 Feb 2024.