Boston Partners
NU icon

Boston Partners’s Nu Holdings NU Stock Holding History

Boston Partners’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
2022
Q4 		– Sell
-406,919
Closed -$65K – 748
2022
Q3 		$65K Buy
+406,919
New +$1.87M ﹤0.01% 707
2022
Q1 		– Sell
-15,000
Closed -$141K – 721
2021
Q4 		$141K Buy
+15,000
New +$147K ﹤0.01% 676

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
TCMX
Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Boston Partners's NU Position: Q4 2022 in Review

Boston Partners sold out of Nu Holdings (NU) in Q4 2022, closing a stake of 406,919 shares — an estimated $65K sold.

Boston Partners first reported a position in NU in Q4 2021 and held it in 2 quarters. The position peaked at $141K in Q4 2021. 264 funds tracked by Wall St. Rank hold NU as of Q4 2022.

  • Boston Partners reported no remaining Nu Holdings position as of Q4 2022 after selling out during the quarter.
  • Boston Partners sold 406,919 Nu Holdings shares in Q4 2022, an estimated $65K.
  • Boston Partners first reported a position in Nu Holdings in Q4 2021 and held it in 2 quarters.
  • Boston Partners's Nu Holdings position peaked at $141K in Q4 2021.
  • 264 funds tracked by Wall St. Rank held Nu Holdings as of Q4 2022.

Based on Boston Partners's 13F filing for Q4 2022, filed 8 Feb 2023.