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GW&K Investment Management’s Nu Holdings NU Stock Holding History

GW&K 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
Q1 		– Sell
-76,950
Closed -$641K – 950
2023
Q4 		$641K Sell
76,950
-329,950
-81% -$2.67M 0.01% 324
2023
Q3 		$2.95M Sell
406,900
-45,300
-10% -$339K 0.03% 293
2023
Q2 		$3.57M Buy
+452,200
New +$2.78M 0.03% 291

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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

GW&K Investment Management's NU Position: Q1 2024 in Review

GW&K Investment Management sold out of Nu Holdings (NU) in Q1 2024, closing a stake of 76,950 shares — an estimated $641K sold.

GW&K Investment Management first reported a position in NU in Q2 2023 and held it in 3 quarters. The position peaked at $3.57M in Q2 2023. 573 funds tracked by Wall St. Rank hold NU as of Q1 2024.

  • GW&K Investment Management reported no remaining Nu Holdings position as of Q1 2024 after selling out during the quarter.
  • GW&K Investment Management sold 76,950 Nu Holdings shares in Q1 2024, an estimated $641K.
  • GW&K Investment Management first reported a position in Nu Holdings in Q2 2023 and held it in 3 quarters.
  • GW&K Investment Management's Nu Holdings position peaked at $3.57M in Q2 2023.
  • 573 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2024.

Based on GW&K Investment Management's 13F filing for Q1 2024, filed 8 May 2024.