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Counterpoint Mutual Funds’s Nu Holdings NU Stock Holding History

Counterpoint Mutual Funds’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
-18,900
Closed -$244K – 343
2024
Q2 		$244K Buy
+18,900
New +$220K 0.06% 125
2024
Q1 		– Sell
-23,286
Closed -$194K – 203
2023
Q4 		$194K Buy
+23,286
New +$188K 0.07% 67
2023
Q3 		– Sell
-32,007
Closed -$253K – 418
2023
Q2 		$253K Buy
+32,007
New +$197K 0.23% 15

Other funds holding NU

BlackRock
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Counterpoint Mutual Funds's NU Position: Q3 2024 in Review

Counterpoint Mutual Funds sold out of Nu Holdings (NU) in Q3 2024, closing a stake of 18,900 shares — an estimated $244K sold.

Counterpoint Mutual Funds first reported a position in NU in Q2 2023 and held it in 3 quarters. The position peaked at $253K in Q2 2023. 649 funds tracked by Wall St. Rank hold NU as of Q3 2024.

  • Counterpoint Mutual Funds reported no remaining Nu Holdings position as of Q3 2024 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 18,900 Nu Holdings shares in Q3 2024, an estimated $244K.
  • Counterpoint Mutual Funds first reported a position in Nu Holdings in Q2 2023 and held it in 3 quarters.
  • Counterpoint Mutual Funds's Nu Holdings position peaked at $253K in Q2 2023.
  • 649 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2024.

Based on Counterpoint Mutual Funds's 13F filing for Q3 2024, filed 12 Nov 2024.