OQS
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Occudo Quantitative Strategies’s Nu Holdings NU Stock Holding History

Occudo Quantitative Strategies’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
Q4 		– Sell
-22,242
Closed -$304K – 859
2024
Q3 		$304K Sell
22,242
-9,025
-29% -$121K 0.06% 454
2024
Q2 		$403K Sell
31,267
-11,669
-27% -$136K 0.07% 359
2024
Q1 		$512K Buy
42,936
+22,860
+114% +$233K 0.09% 300
2023
Q4 		$167K Sell
20,076
-231,547
-92% -$1.87M 0.02% 667
2023
Q3 		$1.82M Buy
+251,623
New +$1.88M 0.24% 114
2022
Q4 		– Sell
-260,533
Closed -$1.15M – 1243
2022
Q3 		$1.15M Buy
+260,533
New +$1.2M 0.09% 355

Other funds holding NU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Occudo Quantitative Strategies's NU Position: Q4 2024 in Review

Occudo Quantitative Strategies sold out of Nu Holdings (NU) in Q4 2024, closing a stake of 22,242 shares — an estimated $304K sold.

Occudo Quantitative Strategies first reported a position in NU in Q3 2022 and held it in 6 quarters. The position peaked at $1.82M in Q3 2023. 709 funds tracked by Wall St. Rank hold NU as of Q4 2024.

  • Occudo Quantitative Strategies reported no remaining Nu Holdings position as of Q4 2024 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 22,242 Nu Holdings shares in Q4 2024, an estimated $304K.
  • Occudo Quantitative Strategies first reported a position in Nu Holdings in Q3 2022 and held it in 6 quarters.
  • Occudo Quantitative Strategies's Nu Holdings position peaked at $1.82M in Q3 2023.
  • 709 funds tracked by Wall St. Rank held Nu Holdings as of Q4 2024.

Based on Occudo Quantitative Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.