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Angeles Investment Advisors’s Nu Holdings NU Stock Holding History

Angeles Investment Advisors’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
2024
Q4 		– Sell
-35,619
Closed -$486K – 214
2024
Q3 		$486K Sell
35,619
-16,930
-32% -$228K 0.02% 105
2024
Q2 		$677K Sell
52,549
-370
-0.7% -$4.31K 0.03% 65
2024
Q1 		$631K Buy
52,919
+11,100
+27% +$113K 0.03% 81
2023
Q4 		$348K Buy
+41,819
New +$338K 0.02% 136

Other funds holding NU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Angeles Investment Advisors's NU Position: Q4 2024 in Review

Angeles Investment Advisors sold out of Nu Holdings (NU) in Q4 2024, closing a stake of 35,619 shares — an estimated $486K sold.

Angeles Investment Advisors first reported a position in NU in Q4 2023 and held it in 4 quarters. The position peaked at $677K in Q2 2024. 709 funds tracked by Wall St. Rank hold NU as of Q4 2024.

  • Angeles Investment Advisors reported no remaining Nu Holdings position as of Q4 2024 after selling out during the quarter.
  • Angeles Investment Advisors sold 35,619 Nu Holdings shares in Q4 2024, an estimated $486K.
  • Angeles Investment Advisors first reported a position in Nu Holdings in Q4 2023 and held it in 4 quarters.
  • Angeles Investment Advisors's Nu Holdings position peaked at $677K in Q2 2024.
  • 709 funds tracked by Wall St. Rank held Nu Holdings as of Q4 2024.

Based on Angeles Investment Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.