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Pinkerton Retirement Specialists’s Nu Holdings NU Stock Holding History

Pinkerton Retirement Specialists’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
-13,416
Closed -$183K – 154
2024
Q3 		$183K Buy
+13,416
New +$180K 0.03% 133
2024
Q2 		– Sell
-19,229
Closed -$229K – 143
2024
Q1 		$229K Buy
19,229
+3,139
+20% +$32.1K 0.04% 118
2023
Q4 		$134K Buy
16,090
+3,894
+32% +$31.5K 0.03% 128
2023
Q3 		$88.4K Buy
+12,196
New +$91.2K 0.02% 134

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

Pinkerton Retirement Specialists's NU Position: Q4 2024 in Review

Pinkerton Retirement Specialists sold out of Nu Holdings (NU) in Q4 2024, closing a stake of 13,416 shares — an estimated $183K sold.

Pinkerton Retirement Specialists first reported a position in NU in Q3 2023 and held it in 4 quarters. The position peaked at $229K in Q1 2024. 709 funds tracked by Wall St. Rank hold NU as of Q4 2024.

  • Pinkerton Retirement Specialists reported no remaining Nu Holdings position as of Q4 2024 after selling out during the quarter.
  • Pinkerton Retirement Specialists sold 13,416 Nu Holdings shares in Q4 2024, an estimated $183K.
  • Pinkerton Retirement Specialists first reported a position in Nu Holdings in Q3 2023 and held it in 4 quarters.
  • Pinkerton Retirement Specialists's Nu Holdings position peaked at $229K in Q1 2024.
  • 709 funds tracked by Wall St. Rank held Nu Holdings as of Q4 2024.

Based on Pinkerton Retirement Specialists's 13F filing for Q4 2024, filed 18 Feb 2025.