IRC
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Investors Research Corp’s Nu Holdings NU Stock Holding History

Investors Research Corp’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 		– Sell
-20
Closed -$258 – 1026
2024
Q2 		$258 Hold
20
– – ﹤0.01% 1023
2024
Q1 		$239 Hold
20
– – ﹤0.01% 997
2023
Q4 		$167 Hold
20
– – ﹤0.01% 1033
2023
Q3 		$145 Hold
20
– – ﹤0.01% 1047
2023
Q2 		$158 Hold
20
– – ﹤0.01% 1060
2023
Q1 		$95 Hold
20
– – ﹤0.01% 1103
2022
Q4 		$81 Hold
20
– – ﹤0.01% 1117
2022
Q3 		$0 Hold
20
– – ﹤0.01% 1120
2022
Q2 		$0 Buy
+20
New +$101 ﹤0.01% 1130

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

Investors Research Corp's NU Position: Q3 2024 in Review

Investors Research Corp sold out of Nu Holdings (NU) in Q3 2024, closing a stake of 20 shares — an estimated $258 sold.

Investors Research Corp first reported a position in NU in Q2 2022 and held it in 9 quarters. The position peaked at $258 in Q2 2024. 649 funds tracked by Wall St. Rank hold NU as of Q3 2024.

  • Investors Research Corp reported no remaining Nu Holdings position as of Q3 2024 after selling out during the quarter.
  • Investors Research Corp sold 20 Nu Holdings shares in Q3 2024, an estimated $258.
  • Investors Research Corp first reported a position in Nu Holdings in Q2 2022 and held it in 9 quarters.
  • Investors Research Corp's Nu Holdings position peaked at $258 in Q2 2024.
  • 649 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2024.

Based on Investors Research Corp's 13F filing for Q3 2024, filed 12 Nov 2024.