KFS
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Kelly Financial Services’s Nu Holdings NU Stock Holding History

Kelly Financial Services’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
-172
Closed -$2.22K – 533
2024
Q2 		$2.22K Buy
172
+42
+32% +$489 ﹤0.01% 579
2024
Q1 		$1.55K Buy
130
+32
+33% +$327 ﹤0.01% 626
2023
Q4 		$816 Buy
+98
New +$792 ﹤0.01% 672

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

Kelly Financial Services's NU Position: Q3 2024 in Review

Kelly Financial Services sold out of Nu Holdings (NU) in Q3 2024, closing a stake of 172 shares — an estimated $2.22K sold.

Kelly Financial Services first reported a position in NU in Q4 2023 and held it in 3 quarters. The position peaked at $2.22K in Q2 2024. 649 funds tracked by Wall St. Rank hold NU as of Q3 2024.

  • Kelly Financial Services reported no remaining Nu Holdings position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 172 Nu Holdings shares in Q3 2024, an estimated $2.22K.
  • Kelly Financial Services first reported a position in Nu Holdings in Q4 2023 and held it in 3 quarters.
  • Kelly Financial Services's Nu Holdings position peaked at $2.22K in Q2 2024.
  • 649 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.