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AMG National Trust Bank’s Nu Holdings NU Stock Holding History

AMG National Trust Bank’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
-119,434
Closed -$569K – 452
2023
Q1 		$569K Buy
119,434
+871
+0.7% +$3.88K 0.02% 334
2022
Q4 		$483K Hold
118,563
– – 0.02% 343
2022
Q3 		$522K Buy
118,563
+91,316
+335% +$419K 0.02% 328
2022
Q2 		$102K Buy
+27,247
New +$138K ﹤0.01% 420

Other funds holding NU

SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.02B AUM 48.04% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Baillie Gifford & Co
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
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AMG National Trust Bank's NU Position: Q2 2023 in Review

AMG National Trust Bank sold out of Nu Holdings (NU) in Q2 2023, closing a stake of 119,434 shares — an estimated $569K sold.

AMG National Trust Bank first reported a position in NU in Q2 2022 and held it in 4 quarters. The position peaked at $569K in Q1 2023. 351 funds tracked by Wall St. Rank hold NU as of Q2 2023.

  • AMG National Trust Bank reported no remaining Nu Holdings position as of Q2 2023 after selling out during the quarter.
  • AMG National Trust Bank sold 119,434 Nu Holdings shares in Q2 2023, an estimated $569K.
  • AMG National Trust Bank first reported a position in Nu Holdings in Q2 2022 and held it in 4 quarters.
  • AMG National Trust Bank's Nu Holdings position peaked at $569K in Q1 2023.
  • 351 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2023.

Based on AMG National Trust Bank's 13F filing for Q2 2023, filed 3 Aug 2023.