DDD Partners’s Nu Holdings NU Stock Holding History

DDD 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
2023 Q3	–	Sell	-17,529	Closed	-$138K	–	91
2023 Q2	$138K	Hold	17,529	–	–	0.02%	88
2023 Q1	$83.4K	Hold	17,529	–	–	0.01%	79
2022 Q4	$71.3K	Sell	17,529 -15,954	-48%	-$69.3K	0.01%	77
2022 Q3	$147K	Hold	33,483	–	–	0.03%	78
2022 Q2	$125K	Buy	+33,483	New	+$170K	0.02%	78

Other funds holding NU

SUT

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return

Galileo PTC Road Town, Tortola, British Virgin Islands $1.02B AUM 48.04% 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

TCMX

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

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

DDD Partners's NU Position: Q3 2023 in Review

DDD Partners sold out of Nu Holdings (NU) in Q3 2023, closing a stake of 17,529 shares — an estimated $138K sold.

DDD Partners first reported a position in NU in Q2 2022 and held it in 5 quarters. The position peaked at $147K in Q3 2022. 403 funds tracked by Wall St. Rank hold NU as of Q3 2023.

DDD Partners reported no remaining Nu Holdings position as of Q3 2023 after selling out during the quarter.
DDD Partners sold 17,529 Nu Holdings shares in Q3 2023, an estimated $138K.
DDD Partners first reported a position in Nu Holdings in Q2 2022 and held it in 5 quarters.
DDD Partners's Nu Holdings position peaked at $147K in Q3 2022.
403 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2023.

Based on DDD Partners's 13F filing for Q3 2023, filed 18 Oct 2023.