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EA Series Trust’s Nu Holdings NU Stock Holding History

EA Series Trust’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 		$788K Buy
+99,906
New +$614K 0.03% 677

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

EA Series Trust's NU Position: Q2 2023 in Review

EA Series Trust opened a new position in Nu Holdings (NU) in Q2 2023: 99,906 shares worth $788K. The stake represents 0.03% of the portfolio and ranks #677 among its holdings.

351 funds tracked by Wall St. Rank hold NU as of Q2 2023.

  • EA Series Trust held 99,906 shares of Nu Holdings worth $788K as of Q2 2023.
  • Nu Holdings was a new EA Series Trust position in Q2 2023.
  • Nu Holdings made up 0.03% of EA Series Trust's portfolio in Q2 2023, its #677 holding.
  • 351 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2023.

Based on EA Series Trust's 13F filing for Q2 2023, filed 27 Jul 2023.