L.J. Altfest & Co’s Nu Holdings NU Stock Holding History

L.J. Altfest & Co’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	-17,504	Closed	-$226K	–	359
2024 Q2	$226K	Buy	+17,504	New	+$204K	0.03%	289

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

L.J. Altfest & Co's NU Position: Q3 2024 in Review

L.J. Altfest & Co sold out of Nu Holdings (NU) in Q3 2024, closing a stake of 17,504 shares — an estimated $226K sold.

L.J. Altfest & Co first reported a position in NU in Q2 2024 and held it in 1 quarter. The position peaked at $226K in Q2 2024. 649 funds tracked by Wall St. Rank hold NU as of Q3 2024.

L.J. Altfest & Co reported no remaining Nu Holdings position as of Q3 2024 after selling out during the quarter.
L.J. Altfest & Co sold 17,504 Nu Holdings shares in Q3 2024, an estimated $226K.
L.J. Altfest & Co first reported a position in Nu Holdings in Q2 2024 and held it in 1 quarter.
L.J. Altfest & Co's Nu Holdings position peaked at $226K in Q2 2024.
649 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2024.

Based on L.J. Altfest & Co's 13F filing for Q3 2024, filed 5 Nov 2024.