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Delta Investment Management’s Nu Holdings NU Stock Holding History

Delta Investment 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
2023
Q1 		– Sell
-10,000
Closed -$40.7K – 194
2022
Q4 		$40.7K Buy
+10,000
New +$43.5K 0.01% 173

Other funds holding NU

GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.02B AUM 48.04% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Delta Investment Management's NU Position: Q1 2023 in Review

Delta Investment Management sold out of Nu Holdings (NU) in Q1 2023, closing a stake of 10,000 shares — an estimated $40.7K sold.

Delta Investment Management first reported a position in NU in Q4 2022 and held it in 1 quarter. The position peaked at $40.7K in Q4 2022. 301 funds tracked by Wall St. Rank hold NU as of Q1 2023.

  • Delta Investment Management reported no remaining Nu Holdings position as of Q1 2023 after selling out during the quarter.
  • Delta Investment Management sold 10,000 Nu Holdings shares in Q1 2023, an estimated $40.7K.
  • Delta Investment Management first reported a position in Nu Holdings in Q4 2022 and held it in 1 quarter.
  • Delta Investment Management's Nu Holdings position peaked at $40.7K in Q4 2022.
  • 301 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2023.

Based on Delta Investment Management's 13F filing for Q1 2023, filed 8 May 2023.