Ownership history in WestEnd Advisors, LLC Β· 21 quarters on record
This page tracks every 13F SEC filing in which WestEnd Advisors, LLC reported a position in Nvidia Corp COMMON STOCK (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.
π WestEnd Advisors, LLC outperformed the S&P 500 by +67.0% annually on this NVDA position. Timing score: 37% (7/19 decisions correct). Average cost basis: $113.48. Maximum drawdown during holding period: β58.7%.
π₯ Exceptional β beat the S&P 500 by 67.0% per year on this position.
11 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
7 of 19 add/trim decisions correct
Best entry: $0.43 (2008 Q2) Β· Worst: $157.96 (2025 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
8 adds Β· 12 trims. Bought during 3 of 7 down-price quarters. π Predominantly trimming β distribution phase.
π WestEnd Advisors, LLC has been actively increasing its NVDA allocation β a bullish signal from insiders.
Currently 1.49% of portfolio
β 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.
As of 2025 Q4 β sorted by position size