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New York Life Investment Management’s Nu Holdings NU Stock Holding History

New York Life Investment 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
Q1 		– Sell
-10,287
Closed -$107K – 842
2024
Q4 		$107K Sell
10,287
-1,486
-13% -$19.8K ﹤0.01% 818
2024
Q3 		$161K Buy
+11,773
New +$158K ﹤0.01% 843

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

New York Life Investment Management's NU Position: Q1 2025 in Review

New York Life Investment Management sold out of Nu Holdings (NU) in Q1 2025, closing a stake of 10,287 shares — an estimated $107K sold.

New York Life Investment Management first reported a position in NU in Q3 2024 and held it in 2 quarters. The position peaked at $161K in Q3 2024. 733 funds tracked by Wall St. Rank hold NU as of Q1 2025.

  • New York Life Investment Management reported no remaining Nu Holdings position as of Q1 2025 after selling out during the quarter.
  • New York Life Investment Management sold 10,287 Nu Holdings shares in Q1 2025, an estimated $107K.
  • New York Life Investment Management first reported a position in Nu Holdings in Q3 2024 and held it in 2 quarters.
  • New York Life Investment Management's Nu Holdings position peaked at $161K in Q3 2024.
  • 733 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2025.

Based on New York Life Investment Management's 13F filing for Q1 2025, filed 8 May 2025.