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Invus Financial Advisors’s Nu Holdings NU Stock Holding History

Invus Financial Advisors’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 		– Sell
-5,582,950
Closed -$40.5M – 8
2023
Q3 		$40.5M Hold
5,582,950
– – 25.37% 1
2023
Q2 		$44M Hold
5,582,950
– – 23.56% 1
2023
Q1 		$26.6M Hold
5,582,950
– – 17.31% 4
2022
Q4 		$22.7M Hold
5,582,950
– – 12.09% 6
2022
Q3 		$24.6M Hold
5,582,950
– – 13.48% 4
2022
Q2 		$20.9M Buy
+5,582,950
New +$28.3M 12.61% 4

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
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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Invus Financial Advisors's NU Position: Q4 2023 in Review

Invus Financial Advisors sold out of Nu Holdings (NU) in Q4 2023, closing a stake of 5,582,950 shares — an estimated $40.5M sold.

Invus Financial Advisors first reported a position in NU in Q2 2022 and held it in 6 quarters. The position peaked at $44M in Q2 2023. 495 funds tracked by Wall St. Rank hold NU as of Q4 2023.

  • Invus Financial Advisors reported no remaining Nu Holdings position as of Q4 2023 after selling out during the quarter.
  • Invus Financial Advisors sold 5,582,950 Nu Holdings shares in Q4 2023, an estimated $40.5M.
  • Invus Financial Advisors first reported a position in Nu Holdings in Q2 2022 and held it in 6 quarters.
  • Invus Financial Advisors's Nu Holdings position peaked at $44M in Q2 2023.
  • 495 funds tracked by Wall St. Rank held Nu Holdings as of Q4 2023.

Based on Invus Financial Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.