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Genesis Investment Management’s Nu Holdings NU Stock Holding History

Genesis 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
2024
Q4 		– Sell
-2,569,402
Closed -$35.1M – 15
2024
Q3 		$35.1M Sell
2,569,402
-1,874,075
-42% -$25.2M 6.78% 5
2024
Q2 		$57.3M Sell
4,443,477
-2,259,074
-34% -$26.3M 11.26% 3
2024
Q1 		$80M Sell
6,702,551
-3,113,511
-32% -$31.8M 16.68% 2
2023
Q4 		$81.8M Sell
9,816,062
-4,473,762
-31% -$36.2M 16.03% 2
2023
Q3 		$104M Sell
14,289,824
-4,457,922
-24% -$33.3M 14.47% 2
2023
Q2 		$148M Buy
18,747,746
+1,353,064
+8% +$8.31M 16.01% 2
2023
Q1 		$82.8M Buy
17,394,682
+5,342,843
+44% +$23.8M 8.99% 5
2022
Q4 		$49.1M Sell
12,051,839
-1,363,648
-10% -$5.93M 5.48% 8
2022
Q3 		$59M Sell
13,415,487
-2,574,678
-16% -$11.8M 6.76% 7
2022
Q2 		$59.8M Buy
15,990,165
+1,766,937
+12% +$8.96M 5.4% 9
2022
Q1 		$110M Buy
14,223,228
+762,893
+6% +$6.12M 6.45% 6
2021
Q4 		$126M Buy
+13,460,335
New +$132M 6.23% 6

Other funds holding NU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Genesis Investment Management's NU Position: Q4 2024 in Review

Genesis Investment Management sold out of Nu Holdings (NU) in Q4 2024, closing a stake of 2,569,402 shares — an estimated $35.1M sold.

Genesis Investment Management first reported a position in NU in Q4 2021 and held it in 12 quarters. The position peaked at $148M in Q2 2023. 710 funds tracked by Wall St. Rank hold NU as of Q4 2024.

  • Genesis Investment Management reported no remaining Nu Holdings position as of Q4 2024 after selling out during the quarter.
  • Genesis Investment Management sold 2,569,402 Nu Holdings shares in Q4 2024, an estimated $35.1M.
  • Genesis Investment Management first reported a position in Nu Holdings in Q4 2021 and held it in 12 quarters.
  • Genesis Investment Management's Nu Holdings position peaked at $148M in Q2 2023.
  • 710 funds tracked by Wall St. Rank held Nu Holdings as of Q4 2024.

Based on Genesis Investment Management's 13F filing for Q4 2024, filed 16 Jan 2025.