Beacon Capital Management LLC (Tennessee)’s Nu Holdings NU Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 Q1	–	Sell	-300	Closed	-$2.17K	–	1121
2023 Q4	$2.17K	Hold	300	–	–	﹤0.01%	788
2023 Q3	$2.37K	Hold	300	–	–	﹤0.01%	815
2023 Q2	$2.37K	Hold	300	–	–	﹤0.01%	815
2023 Q1	$1.43K	Hold	300	–	–	﹤0.01%	799
2022 Q4	$1.22K	Hold	300	–	–	﹤0.01%	862
2022 Q3	$1K	Buy	+300	New	+$1.38K	﹤0.01%	825

Other funds holding NU

SUT

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 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

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

TCMX

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

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

Beacon Capital Management LLC (Tennessee)'s NU Position: Q1 2024 in Review

Beacon Capital Management LLC (Tennessee) sold out of Nu Holdings (NU) in Q1 2024, closing a stake of 300 shares — an estimated $2.17K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in NU in Q3 2022 and held it in 6 quarters. The position peaked at $2.37K in Q3 2023. 573 funds tracked by Wall St. Rank hold NU as of Q1 2024.

Beacon Capital Management LLC (Tennessee) reported no remaining Nu Holdings position as of Q1 2024 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 300 Nu Holdings shares in Q1 2024, an estimated $2.17K.
Beacon Capital Management LLC (Tennessee) first reported a position in Nu Holdings in Q3 2022 and held it in 6 quarters.
Beacon Capital Management LLC (Tennessee)'s Nu Holdings position peaked at $2.37K in Q3 2023.
573 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2024.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q1 2024, filed 16 May 2024.