ECG
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EPIQ Capital Group’s Nu Holdings NU Stock Holding History

EPIQ Capital Group’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
-12,605
Closed -$150K – 69
2024
Q1 		$150K Buy
+12,605
New +$129K 0.06% 63
2023
Q3 		– Sell
-28,684
Closed -$226K – 55
2023
Q2 		$226K Buy
28,684
+18,632
+185% +$114K 0.12% 48
2023
Q1 		$47.8K Hold
10,052
– – 0.03% 52
2022
Q4 		$40.9K Hold
10,052
– – 0.02% 49
2022
Q3 		$44K Sell
10,052
-3,093
-24% -$14.2K 0.02% 47
2022
Q2 		$49K Buy
+13,145
New +$66.7K 0.02% 44

Other funds holding NU

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Sands Capital Management
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