GA
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Gateway Advisory’s Nu Holdings NU Stock Holding History

Gateway Advisory’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
Q3 		$898K Sell
65,791
-3,464
-5% -$46.6K 0.14% 62
2024
Q2 		$893K Buy
69,255
+1,419
+2% +$16.5K 0.15% 62
2024
Q1 		$809K Buy
67,836
+5,579
+9% +$57K 0.14% 64
2023
Q4 		$519K Buy
+62,257
New +$503K 0.1% 70

Other funds holding NU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gateway Advisory's NU Position: Q3 2024 in Review

Gateway Advisory reduced its Nu Holdings (NU) stake by 5% in Q3 2024, selling an estimated $46.6K and leaving 65,791 shares worth $898K. The position accounts for 0.14% of the portfolio, ranked #62.

Gateway Advisory first reported a position in NU in Q4 2023 and has held it in 4 quarters since. 649 funds tracked by Wall St. Rank hold NU as of Q3 2024.

  • Gateway Advisory held 65,791 shares of Nu Holdings worth $898K as of Q3 2024.
  • Gateway Advisory sold 3,464 Nu Holdings shares in Q3 2024, an estimated $46.6K.
  • Nu Holdings made up 0.14% of Gateway Advisory's portfolio in Q3 2024, its #62 holding.
  • Gateway Advisory first reported a position in Nu Holdings in Q4 2023 and has held it in 4 quarters since.
  • 649 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2024.

Based on Gateway Advisory's 13F filing for Q3 2024, filed 14 Nov 2024.