NVDA β€” NVIDIA COM

Ownership history in MONETARY MANAGEMENT GROUP INC  Β·  43 quarters on record

This page tracks every 13F SEC filing in which MONETARY MANAGEMENT GROUP INC reported a position in NVIDIA COM (NVDA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
8.27% (2025 Q3)
πŸ“Š Avg. % of fund
2.13%
πŸ“… First filed
2001 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
43

Position Intelligence

MONETARY MANAGEMENT GROUP INC Γ— NVDA AI Analytics

πŸ“ˆ MONETARY MANAGEMENT GROUP INC outperformed the S&P 500 by +67.0% annually on this NVDA position. Timing score: 46% (17/37 decisions correct). Average cost basis: $71.90. Maximum drawdown during holding period: –58.7%.

πŸ“ˆ Position Alpha vs SPY
+67.0%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 67.0% per year on this position.
11 quarters analyzed

⏱️ Timing Score
46%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
17 of 37 add/trim decisions correct

πŸ’° Entry Quality
$71.90
+159.4% vs current ($186.49)

Best entry: $0.33 (2006 Q2)  Β·  Worst: $186.56 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–58.7%
max drawdown while held

πŸ’ͺ Held through 5 major drawdowns (>20%). Diamond-hands conviction.

πŸ’ͺ Fund Conviction
58%
buy-side decisions

22 adds Β· 16 trims. Bought during 7 of 14 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ MONETARY MANAGEMENT GROUP INC has been actively increasing its NVDA allocation β€” a bullish signal from insiders.
Currently 8.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    NVDA price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 185,450 -7,680 -4.0% 8.00% $34.6M $186.49
2025 Q3 ADDED 193,130 +2,035 +1.1% 8.27% $36.0M $186.56
2025 Q2 ADDED 191,095 +1,350 +0.7% 7.43% $30.2M $157.96
2025 Q1 ADDED 189,745 +435 +0.2% 5.56% $20.6M $108.35
2024 Q4 REDUCED 189,310 -5,715 -2.9% 6.61% $25.4M $134.25
2024 Q3 REDUCED 195,025 -5,550 -2.8% 6.09% $23.7M $121.39
2024 Q2 ADDED 200,575 +180,570 +902.6% 6.55% $24.8M $123.48
2024 Q1 ADDED 20,005 +570 +2.9% 5.04% $18.1M $90.31
2023 Q4 REDUCED 19,435 -1,110 -5.4% 3.00% $9.6M $49.49
2023 Q3 REDUCED 20,545 -1,405 -6.4% 2.98% $8.9M $43.47
33 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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