3D/L Capital Management’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

3D/L Capital Management’s Portfolio NULG Stock Details NULG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-13,612	Closed	-$816K	–	52
2023 Q3	$816K	Sell	13,612 -76	-0.6%	-$4.75K	0.27%	35
2023 Q2	$852K	Buy	13,688 +366	+3%	+$20.9K	0.25%	39
2023 Q1	$743K	Sell	13,322 -588	-4%	-$31.1K	0.2%	48
2022 Q4	$680K	Sell	13,910 -685	-5%	-$33.7K	0.18%	45
2022 Q3	$673K	Buy	14,595 +15	+0.1%	+$772	0.2%	40
2022 Q2	$703K	Buy	14,580 +236	+2%	+$12.4K	0.2%	41
2022 Q1	$871K	Buy	14,344 +1,918	+15%	+$114K	0.21%	41
2021 Q4	$852K	Buy	12,426 +96	+0.8%	+$6.73K	0.2%	45
2021 Q3	$807K	Sell	12,330 -2,999	-20%	-$202K	0.19%	45
2021 Q2	$989K	Buy	15,329 +1,541	+11%	+$94.2K	0.24%	36
2021 Q1	$799K	Buy	13,788 +2,846	+26%	+$165K	0.2%	40
2020 Q4	$1K	Buy	+10,942	New	+$589K	﹤0.01%	95

Other funds holding NULG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

3D/L Capital Management's NULG Position: Q4 2023 in Review

3D/L Capital Management sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q4 2023, closing a stake of 13,612 shares — an estimated $816K sold.

3D/L Capital Management first reported a position in NULG in Q4 2020 and held it in 12 quarters. The position peaked at $989K in Q2 2021. 187 funds tracked by Wall St. Rank hold NULG as of Q4 2023.

3D/L Capital Management reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q4 2023 after selling out during the quarter.
3D/L Capital Management sold 13,612 Nuveen ESG Large-Cap Growth ETF shares in Q4 2023, an estimated $816K.
3D/L Capital Management first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2020 and held it in 12 quarters.
3D/L Capital Management's Nuveen ESG Large-Cap Growth ETF position peaked at $989K in Q2 2021.
187 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q4 2023.

Based on 3D/L Capital Management's 13F filing for Q4 2023.