Allen Capital Group’s Nu Holdings NU Stock Holding History

Allen Capital Group’s Portfolio NU Stock Details NU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-10,500	Closed	-$50K	–	183
2023 Q1	$50K	Buy	+10,500	New	+$46.8K	0.01%	174
2022 Q4	–	Sell	-10,500	Closed	-$46K	–	115
2022 Q3	$46K	Hold	10,500	–	–	0.01%	158
2022 Q2	$39K	Hold	10,500	–	–	0.01%	158
2022 Q1	$81K	Buy	+10,500	New	+$84.3K	0.02%	165

Other funds holding NU

SUT

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return

Galileo PTC Road Town, Tortola, British Virgin Islands $1.02B AUM 48.04% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

TCMX

Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Allen Capital Group's NU Position: Q2 2023 in Review

Allen Capital Group sold out of Nu Holdings (NU) in Q2 2023, closing a stake of 10,500 shares — an estimated $50K sold.

Allen Capital Group first reported a position in NU in Q1 2022 and held it in 4 quarters. The position peaked at $81K in Q1 2022. 351 funds tracked by Wall St. Rank hold NU as of Q2 2023.

Allen Capital Group reported no remaining Nu Holdings position as of Q2 2023 after selling out during the quarter.
Allen Capital Group sold 10,500 Nu Holdings shares in Q2 2023, an estimated $50K.
Allen Capital Group first reported a position in Nu Holdings in Q1 2022 and held it in 4 quarters.
Allen Capital Group's Nu Holdings position peaked at $81K in Q1 2022.
351 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2023.

Based on Allen Capital Group's 13F filing for Q2 2023, filed 24 Jul 2023.