CMI
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Clare Market Investments’s Nu Holdings NU Stock Holding History

Clare Market Investments’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
2023
Q2 		– Sell
-10,500
Closed -$50K – 137
2023
Q1 		$50K Buy
+10,500
New +$46.8K 0.02% 122

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Clare Market Investments's NU Position: Q2 2023 in Review

Clare Market Investments sold out of Nu Holdings (NU) in Q2 2023, closing a stake of 10,500 shares — an estimated $50K sold.

Clare Market Investments first reported a position in NU in Q1 2023 and held it in 1 quarter. The position peaked at $50K in Q1 2023. 351 funds tracked by Wall St. Rank hold NU as of Q2 2023.

  • Clare Market Investments reported no remaining Nu Holdings position as of Q2 2023 after selling out during the quarter.
  • Clare Market Investments sold 10,500 Nu Holdings shares in Q2 2023, an estimated $50K.
  • Clare Market Investments first reported a position in Nu Holdings in Q1 2023 and held it in 1 quarter.
  • Clare Market Investments's Nu Holdings position peaked at $50K in Q1 2023.
  • 351 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2023.

Based on Clare Market Investments's 13F filing for Q2 2023, filed 20 Feb 2025.