Number of Shares
28,083.00
Current Holdings Value*
$5.62 Mil
% of Portfolio
6.92%
Total Estimate Gain
$7.67 Mil
% of Total Estimate Gain
283.95%

Moderate Allocation Fund's NVIDIA Corp Holding Summary

As of 2026-06-30, Moderate Allocation Fund held 28,083.00 shares of NVIDIA Corp(NVDA), totaling $5.62 Mil. This investment constitutes 6.92% of their stock portfolio, and Moderate Allocation Fund now holds 0% of the outstanding NVIDIA Corp(NVDA) stock.

The initial trade took place in 2019Q4. And since then Moderate Allocation Fund has made 10 purchases of NVDA, at an average price of $18.10, for a total of 149,301.00 shares. In addition, there have been 15 sales at an average price of $35.67 for 121,218.00 shares. Based on historical transaction data and NVDA's current price of $215.55, Moderate Allocation Fund's estimated gain on his NVDA holdings is $7.67 Mil, reflecting a 283.95% gain to date.

Moderate Allocation Fund NVDA ($215.55) Holding Chart

Moderate Allocation Fund NVDA ($215.55) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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