PEAK6 Investments’s Nu Holdings NU Stock Holding History

PEAK6 Investments’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	$4.17M	Buy	305,400 +80,700	+36%	+$1.09M	0.01%	1047
2024 Q2	$2.9M	Sell	224,700 -138,800	-38%	-$1.62M	0.01%	1142
2024 Q1	$4.34M	Sell	363,500 -34,600	-9%	-$353K	0.01%	910
2023 Q4	$3.32M	Buy	398,100 +36,100	+10%	+$292K	0.01%	1127
2023 Q3	$2.62M	Sell	362,000 -91,300	-20%	-$683K	0.01%	1155
2023 Q2	$3.58M	Buy	453,300 +153,300	+51%	+$942K	0.02%	832
2023 Q1	$1.43M	Hold	300,000	–	–	0.01%	1573
2022 Q4	$1.22M	Buy	+300,000	New	+$1.3M	0.01%	1756
2022 Q3	–	Sell	-453,300	Closed	-$3.58M	–	5748
2022 Q2	$3.58M	Buy	453,300 +438,300	+2,922%	+$2.22M	0.01%	1705
2022 Q1	$116K	Buy	15,000 +9,500	+173%	+$76.2K	﹤0.01%	4208
2021 Q4	$52K	Buy	+5,500	New	+$54K	﹤0.01%	4596

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

PEAK6 Investments's NU Position: Q4 2023 in Review

PEAK6 Investments sold out of Nu Holdings (NU) in Q4 2023, closing a stake of 155,062 shares — an estimated $1.25M sold.

PEAK6 Investments first reported a position in NU in Q4 2021 and held it in 4 quarters. The position peaked at $1.12M in Q3 2023. 494 funds tracked by Wall St. Rank hold NU as of Q4 2023.

PEAK6 Investments reported no remaining Nu Holdings position as of Q4 2023 after selling out during the quarter.
PEAK6 Investments sold 155,062 Nu Holdings shares in Q4 2023, an estimated $1.25M.
PEAK6 Investments first reported a position in Nu Holdings in Q4 2021 and held it in 4 quarters.
PEAK6 Investments's Nu Holdings position peaked at $1.12M in Q3 2023.
494 funds tracked by Wall St. Rank held Nu Holdings as of Q4 2023.

Based on PEAK6 Investments's 13F filing for Q4 2023, filed 13 Feb 2024.