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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 0.11% 48
2023
Q1 		$47.8K Hold
10,052
– – 0.02% 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 $31.9B AUM 28.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return

EPIQ Capital Group's NU Position: Q2 2024 in Review

EPIQ Capital Group sold out of Nu Holdings (NU) in Q2 2024, closing a stake of 12,605 shares — an estimated $150K sold.

EPIQ Capital Group first reported a position in NU in Q2 2022 and held it in 6 quarters. The position peaked at $226K in Q2 2023. 607 funds tracked by Wall St. Rank hold NU as of Q2 2024.

  • EPIQ Capital Group reported no remaining Nu Holdings position as of Q2 2024 after selling out during the quarter.
  • EPIQ Capital Group sold 12,605 Nu Holdings shares in Q2 2024, an estimated $150K.
  • EPIQ Capital Group first reported a position in Nu Holdings in Q2 2022 and held it in 6 quarters.
  • EPIQ Capital Group's Nu Holdings position peaked at $226K in Q2 2023.
  • 607 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2024.

Based on EPIQ Capital Group's 13F filing for Q2 2024, filed 9 Aug 2024.