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Loring Wolcott & Coolidge Fiduciary Advisors’s Nu Holdings NU Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
Q1 		– Sell
-1,019
Closed -$12.6K – 578
2024
Q4 		$12.6K Hold
1,019
– – ﹤0.01% 479
2024
Q3 		$15.3K Hold
1,019
– – ﹤0.01% 473
2024
Q2 		$13.8K Hold
1,019
– – ﹤0.01% 474
2024
Q1 		$10.8K Hold
1,019
– – ﹤0.01% 491
2023
Q4 		$8.77K Hold
1,019
– – ﹤0.01% 501
2023
Q3 		$8.39K Hold
1,019
– – ﹤0.01% 527
2023
Q2 		$8.04K Hold
1,019
– – ﹤0.01% 553
2023
Q1 		$4.85K Buy
+1,019
New +$4.54K ﹤0.01% 548

Other funds holding NU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's NU Position: Q1 2025 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Nu Holdings (NU) in Q1 2025, closing a stake of 1,019 shares — an estimated $12.6K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in NU in Q1 2023 and held it in 8 quarters. The position peaked at $15.3K in Q3 2024. 733 funds tracked by Wall St. Rank hold NU as of Q1 2025.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Nu Holdings position as of Q1 2025 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 1,019 Nu Holdings shares in Q1 2025, an estimated $12.6K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Nu Holdings in Q1 2023 and held it in 8 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Nu Holdings position peaked at $15.3K in Q3 2024.
  • 733 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2025.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.