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Oppenheimer Asset Management’s Nu Holdings NU Stock Holding History

Oppenheimer Asset 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
2024
Q4 		– Sell
-23,089
Closed -$315K – 1186
2024
Q3 		$315K Buy
23,089
+2,695
+13% +$36.3K ﹤0.01% 996
2024
Q2 		$263K Buy
20,394
+3,784
+23% +$44.1K ﹤0.01% 1015
2024
Q1 		$198K Sell
16,610
-3,455
-17% -$35.3K ﹤0.01% 1040
2023
Q4 		$167K Buy
+20,065
New +$162K ﹤0.01% 1112

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

Oppenheimer Asset Management's NU Position: Q4 2024 in Review

Oppenheimer Asset Management sold out of Nu Holdings (NU) in Q4 2024, closing a stake of 23,089 shares — an estimated $315K sold.

Oppenheimer Asset Management first reported a position in NU in Q4 2023 and held it in 4 quarters. The position peaked at $315K in Q3 2024. 709 funds tracked by Wall St. Rank hold NU as of Q4 2024.

  • Oppenheimer Asset Management reported no remaining Nu Holdings position as of Q4 2024 after selling out during the quarter.
  • Oppenheimer Asset Management sold 23,089 Nu Holdings shares in Q4 2024, an estimated $315K.
  • Oppenheimer Asset Management first reported a position in Nu Holdings in Q4 2023 and held it in 4 quarters.
  • Oppenheimer Asset Management's Nu Holdings position peaked at $315K in Q3 2024.
  • 709 funds tracked by Wall St. Rank held Nu Holdings as of Q4 2024.

Based on Oppenheimer Asset Management's 13F filing for Q4 2024, filed 5 Feb 2025.