Lake Street Advisors Group’s Nu Holdings NU Stock Holding History

Lake Street Advisors Group’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 Q4	$7.21M	Sell	696,360 -1,334	-0.2%	-$17.7K	0.33%	51
2024 Q3	$9.52M	Sell	697,694 -178,442	-20%	-$2.4M	0.44%	42
2024 Q2	$11.3M	Hold	876,136	–	–	0.54%	34
2024 Q1	$10.5M	Sell	876,136 -109,495	-11%	-$1.12M	0.49%	42
2023 Q4	$8.21M	Buy	985,631 +246,408	+33%	+$1.99M	0.41%	47
2023 Q3	$5.36M	Buy	739,223 +237,908	+47%	+$1.78M	0.32%	54
2023 Q2	$3.96M	Buy	+501,315	New	+$3.08M	0.22%	72

Other funds holding NU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

SUT

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

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

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

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

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lake Street Advisors Group's NU Position: Q4 2024 in Review

Lake Street Advisors Group reduced its Nu Holdings (NU) stake by 0.19% in Q4 2024, selling an estimated $17.7K and leaving 696,360 shares worth $7.21M. The position accounts for 0.33% of the portfolio, ranked #51.

Lake Street Advisors Group first reported a position in NU in Q2 2023 and has held it in 7 quarters since. The position peaked at $11.3M in Q2 2024. 710 funds tracked by Wall St. Rank hold NU as of Q4 2024.

Lake Street Advisors Group held 696,360 shares of Nu Holdings worth $7.21M as of Q4 2024.
Lake Street Advisors Group sold 1,334 Nu Holdings shares in Q4 2024, an estimated $17.7K.
Nu Holdings made up 0.33% of Lake Street Advisors Group's portfolio in Q4 2024, its #51 holding.
Lake Street Advisors Group first reported a position in Nu Holdings in Q2 2023 and has held it in 7 quarters since.
Lake Street Advisors Group's Nu Holdings position peaked at $11.3M in Q2 2024.
710 funds tracked by Wall St. Rank held Nu Holdings as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.