LF
NU icon

Lee Financial’s Nu Holdings NU Stock Holding History

Lee Financial’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
Q1 		– Sell
-1,720
Closed -$14.3K – 599
2023
Q4 		$14.3K Hold
1,720
– – ﹤0.01% 371
2023
Q3 		$12.5K Hold
1,720
– – ﹤0.01% 379
2023
Q2 		$13.6K Hold
1,720
– – ﹤0.01% 364
2023
Q1 		$8.19K Buy
+1,720
New +$7.66K ﹤0.01% 458
2022
Q1 		– Sell
-271
Closed -$3K – 893
2021
Q4 		$3K Buy
+271
New +$2.66K ﹤0.01% 678

Other funds holding NU

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lee Financial's NU Position: Q1 2024 in Review

Lee Financial sold out of Nu Holdings (NU) in Q1 2024, closing a stake of 1,720 shares — an estimated $14.3K sold.

Lee Financial first reported a position in NU in Q4 2021 and held it in 5 quarters. The position peaked at $14.3K in Q4 2023. 573 funds tracked by Wall St. Rank hold NU as of Q1 2024.

  • Lee Financial reported no remaining Nu Holdings position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 1,720 Nu Holdings shares in Q1 2024, an estimated $14.3K.
  • Lee Financial first reported a position in Nu Holdings in Q4 2021 and held it in 5 quarters.
  • Lee Financial's Nu Holdings position peaked at $14.3K in Q4 2023.
  • 573 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.