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Ashford Capital Management’s Nu Holdings NU Stock Holding History

Ashford Capital Management’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
-214,670
Closed -$2.93M – 106
2024
Q3 		$2.93M Sell
214,670
-146,330
-41% -$1.97M 0.37% 53
2024
Q2 		$4.65M Buy
361,000
+4,000
+1% +$46.6K 0.63% 44
2024
Q1 		$4.26M Buy
357,000
+121,600
+52% +$1.24M 0.58% 39
2023
Q4 		$1.96M Buy
235,400
+134,200
+133% +$1.08M 0.26% 57
2023
Q3 		$734K Sell
101,200
-68,800
-40% -$515K 0.11% 71
2023
Q2 		$1.34M Buy
+170,000
New +$1.04M 0.19% 59

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

Ashford Capital Management's NU Position: Q4 2024 in Review

Ashford Capital Management sold out of Nu Holdings (NU) in Q4 2024, closing a stake of 214,670 shares — an estimated $2.93M sold.

Ashford Capital Management first reported a position in NU in Q2 2023 and held it in 6 quarters. The position peaked at $4.65M in Q2 2024. 709 funds tracked by Wall St. Rank hold NU as of Q4 2024.

  • Ashford Capital Management reported no remaining Nu Holdings position as of Q4 2024 after selling out during the quarter.
  • Ashford Capital Management sold 214,670 Nu Holdings shares in Q4 2024, an estimated $2.93M.
  • Ashford Capital Management first reported a position in Nu Holdings in Q2 2023 and held it in 6 quarters.
  • Ashford Capital Management's Nu Holdings position peaked at $4.65M in Q2 2024.
  • 709 funds tracked by Wall St. Rank held Nu Holdings as of Q4 2024.

Based on Ashford Capital Management's 13F filing for Q4 2024, filed 18 Feb 2025.