Loomis, Sayles & Company
NU icon

Loomis, Sayles & Company’s Nu Holdings NU Stock Holding History

Loomis, Sayles & Company’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
-582
Closed -$5K – 885
2023
Q4 		$5K Buy
+582
New +$4.7K ﹤0.01% 890

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

Loomis, Sayles & Company's NU Position: Q1 2024 in Review

Loomis, Sayles & Company sold out of Nu Holdings (NU) in Q1 2024, closing a stake of 582 shares — an estimated $5K sold.

Loomis, Sayles & Company first reported a position in NU in Q4 2023 and held it in 1 quarter. The position peaked at $5K in Q4 2023. 573 funds tracked by Wall St. Rank hold NU as of Q1 2024.

  • Loomis, Sayles & Company reported no remaining Nu Holdings position as of Q1 2024 after selling out during the quarter.
  • Loomis, Sayles & Company sold 582 Nu Holdings shares in Q1 2024, an estimated $5K.
  • Loomis, Sayles & Company first reported a position in Nu Holdings in Q4 2023 and held it in 1 quarter.
  • Loomis, Sayles & Company's Nu Holdings position peaked at $5K in Q4 2023.
  • 573 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2024.

Based on Loomis, Sayles & Company's 13F filing for Q1 2024, filed 14 May 2024.