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Lingohr Asset Management’s Nu Holdings NU Stock Holding History

Lingohr Asset Management’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
2025
Q3 		$1.34M Sell
83,514
-16,870
-17% -$235K 2.34% 7
2025
Q2 		$1.38M Sell
100,384
-359,296
-78% -$4.3M 2.5% 8
2025
Q1 		$4.71M Buy
+459,680
New +$5.43M 1.18% 48

Other funds holding NU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Lingohr Asset Management's NU Position: Q3 2025 in Review

Lingohr Asset Management reduced its Nu Holdings (NU) stake by 17% in Q3 2025, selling an estimated $235K and leaving 83,514 shares worth $1.34M. The position accounts for 2.34% of the portfolio, ranked #7.

Lingohr Asset Management first reported a position in NU in Q1 2025 and has held it in 3 quarters since. The position peaked at $4.71M in Q1 2025. 800 funds tracked by Wall St. Rank hold NU as of Q3 2025.

  • Lingohr Asset Management held 83,514 shares of Nu Holdings worth $1.34M as of Q3 2025.
  • Lingohr Asset Management sold 16,870 Nu Holdings shares in Q3 2025, an estimated $235K.
  • Nu Holdings made up 2.34% of Lingohr Asset Management's portfolio in Q3 2025, its #7 holding.
  • Lingohr Asset Management first reported a position in Nu Holdings in Q1 2025 and has held it in 3 quarters since.
  • Lingohr Asset Management's Nu Holdings position peaked at $4.71M in Q1 2025.
  • 800 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2025.

Based on Lingohr Asset Management's 13F filing for Q3 2025, filed 4 Nov 2025.