Crestone Asset Management’s Nu Holdings NU Stock Holding History

Crestone Asset Management’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 Q2	–	Sell	-159,889	Closed	-$1.91M	–	58
2024 Q1	$1.91M	Hold	159,889	–	–	0.38%	33
2023 Q4	$1.33M	Sell	159,889 -25,873	-14%	-$209K	0.3%	43
2023 Q3	$1.35M	Sell	185,762 -64,972	-26%	-$486K	0.32%	42
2023 Q2	$1.98M	Hold	250,734	–	–	0.44%	34
2023 Q1	$1.19M	Sell	250,734 -120,736	-33%	-$538K	0.25%	45
2022 Q4	$1.51M	Sell	371,470 -56,821	-13%	-$247K	0.32%	40
2022 Q3	$1.88M	Buy	428,291 +335,651	+362%	+$1.54M	0.48%	31
2022 Q2	$346K	Buy	+92,640	New	+$470K	0.08%	61

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

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

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

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

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

TCMX

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

Crestone Asset Management's NU Position: Q2 2024 in Review

Crestone Asset Management sold out of Nu Holdings (NU) in Q2 2024, closing a stake of 159,889 shares — an estimated $1.91M sold.

Crestone Asset Management first reported a position in NU in Q2 2022 and held it in 8 quarters. The position peaked at $1.98M in Q2 2023. 605 funds tracked by Wall St. Rank hold NU as of Q2 2024.

Crestone Asset Management reported no remaining Nu Holdings position as of Q2 2024 after selling out during the quarter.
Crestone Asset Management sold 159,889 Nu Holdings shares in Q2 2024, an estimated $1.91M.
Crestone Asset Management first reported a position in Nu Holdings in Q2 2022 and held it in 8 quarters.
Crestone Asset Management's Nu Holdings position peaked at $1.98M in Q2 2023.
605 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2024.

Based on Crestone Asset Management's 13F filing for Q2 2024.