O'Neil Global Advisors’s Nu Holdings NU Stock Holding History

O'Neil Global 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
2024 Q3	–	Sell	-38,775	Closed	-$500K	–	77
2024 Q2	$500K	Sell	38,775 -182,016	-82%	-$2.12M	0.24%	34
2024 Q1	$2.63M	Buy	220,791 +185,072	+518%	+$1.89M	3.25%	5
2023 Q4	$298K	Buy	+35,719	New	+$289K	0.17%	38

Other funds holding NU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SUT

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

O'Neil Global Advisors's NU Position: Q3 2024 in Review

O'Neil Global Advisors sold out of Nu Holdings (NU) in Q3 2024, closing a stake of 38,775 shares — an estimated $500K sold.

O'Neil Global Advisors first reported a position in NU in Q4 2023 and held it in 3 quarters. The position peaked at $2.63M in Q1 2024. 650 funds tracked by Wall St. Rank hold NU as of Q3 2024.

O'Neil Global Advisors reported no remaining Nu Holdings position as of Q3 2024 after selling out during the quarter.
O'Neil Global Advisors sold 38,775 Nu Holdings shares in Q3 2024, an estimated $500K.
O'Neil Global Advisors first reported a position in Nu Holdings in Q4 2023 and held it in 3 quarters.
O'Neil Global Advisors's Nu Holdings position peaked at $2.63M in Q1 2024.
650 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2024.

Based on O'Neil Global Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.