Capital CS Group’s Nu Holdings NU Stock Holding History

Capital CS Group’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 Q3	–	Sell	-93,000	Closed	-$213K	–	105
2024 Q2	$213K	Buy	+93,000	New	+$1.08M	0.24%	75

Other funds holding NU

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

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 $110B AUM 4.8% 1-Year Est. Return

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

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital CS Group's NU Position: Q3 2024 in Review

Capital CS Group sold out of Nu Holdings (NU) in Q3 2024, closing a stake of 53,070 shares — an estimated $684K sold.

Capital CS Group first reported a position in NU in Q2 2024 and held it in 1 quarter. The position peaked at $684K in Q2 2024. 650 funds tracked by Wall St. Rank hold NU as of Q3 2024.

Capital CS Group reported no remaining Nu Holdings position as of Q3 2024 after selling out during the quarter.
Capital CS Group sold 53,070 Nu Holdings shares in Q3 2024, an estimated $684K.
Capital CS Group first reported a position in Nu Holdings in Q2 2024 and held it in 1 quarter.
Capital CS Group's Nu Holdings position peaked at $684K in Q2 2024.
650 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2024.

Based on Capital CS Group's 13F filing for Q3 2024, filed 4 Oct 2024.