GW
NU icon

GW & Wade’s Nu Holdings NU Stock Holding History

GW & Wade’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
2023
Q4 		$372K Sell
44,639
-16,867
-27% -$136K 0.01% 326
2023
Q3 		$446K Buy
+61,506
New +$460K 0.02% 284
2023
Q2 		– Sell
-24,602
Closed -$117K – 396
2023
Q1 		$117K Sell
24,602
-12,301
-33% -$54.8K ﹤0.01% 366
2022
Q4 		$150K Buy
36,903
+24,602
+200% +$107K 0.01% 372
2022
Q3 		$54K Buy
+12,301
New +$56.5K ﹤0.01% 374

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GW & Wade's NU Position: Q4 2023 in Review

GW & Wade reduced its Nu Holdings (NU) stake by 27% in Q4 2023, selling an estimated $136K and leaving 44,639 shares worth $372K. The position accounts for 0.01% of the portfolio, ranked #326.

GW & Wade first reported a position in NU in Q3 2022 and has held it in 5 quarters since. The position peaked at $446K in Q3 2023. 496 funds tracked by Wall St. Rank hold NU as of Q4 2023.

  • GW & Wade held 44,639 shares of Nu Holdings worth $372K as of Q4 2023.
  • GW & Wade sold 16,867 Nu Holdings shares in Q4 2023, an estimated $136K.
  • Nu Holdings made up 0.01% of GW & Wade's portfolio in Q4 2023, its #326 holding.
  • GW & Wade first reported a position in Nu Holdings in Q3 2022 and has held it in 5 quarters since.
  • GW & Wade's Nu Holdings position peaked at $446K in Q3 2023.
  • 496 funds tracked by Wall St. Rank held Nu Holdings as of Q4 2023.

Based on GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.