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Okabena Investment Services’s Nu Holdings NU Stock Holding History

Okabena Investment Services’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
Q2 		– Sell
-57,790
Closed -$689K – 114
2024
Q1 		$689K Sell
57,790
-24,732
-30% -$253K 0.23% 75
2023
Q4 		$687K Buy
+82,522
New +$667K 0.27% 73

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return

Okabena Investment Services's NU Position: Q2 2024 in Review

Okabena Investment Services sold out of Nu Holdings (NU) in Q2 2024, closing a stake of 57,790 shares — an estimated $689K sold.

Okabena Investment Services first reported a position in NU in Q4 2023 and held it in 2 quarters. The position peaked at $689K in Q1 2024. 605 funds tracked by Wall St. Rank hold NU as of Q2 2024.

  • Okabena Investment Services reported no remaining Nu Holdings position as of Q2 2024 after selling out during the quarter.
  • Okabena Investment Services sold 57,790 Nu Holdings shares in Q2 2024, an estimated $689K.
  • Okabena Investment Services first reported a position in Nu Holdings in Q4 2023 and held it in 2 quarters.
  • Okabena Investment Services's Nu Holdings position peaked at $689K in Q1 2024.
  • 605 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2024.

Based on Okabena Investment Services's 13F filing for Q2 2024, filed 9 Aug 2024.