J. Safra Sarasin Holding’s Nu Holdings NU Stock Holding History

J. Safra Sarasin Holding’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	-38,410	Closed	-$495K	–	468
2024 Q2	$495K	Buy	+38,410	New	+$447K	0.01%	405

Other funds holding NU

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

J. Safra Sarasin Holding's NU Position: Q3 2024 in Review

J. Safra Sarasin Holding sold out of Nu Holdings (NU) in Q3 2024, closing a stake of 38,410 shares — an estimated $495K sold.

J. Safra Sarasin Holding first reported a position in NU in Q2 2024 and held it in 1 quarter. The position peaked at $495K in Q2 2024. 649 funds tracked by Wall St. Rank hold NU as of Q3 2024.

J. Safra Sarasin Holding reported no remaining Nu Holdings position as of Q3 2024 after selling out during the quarter.
J. Safra Sarasin Holding sold 38,410 Nu Holdings shares in Q3 2024, an estimated $495K.
J. Safra Sarasin Holding first reported a position in Nu Holdings in Q2 2024 and held it in 1 quarter.
J. Safra Sarasin Holding's Nu Holdings position peaked at $495K in Q2 2024.
649 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2024.

Based on J. Safra Sarasin Holding's 13F filing for Q3 2024, filed 12 Nov 2024.