Raymond James & Associates’s Nu Holdings NU Stock Holding History

Raymond James & Associates’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	$5.42M	Sell	396,972 -65,722	-14%	-$884K	﹤0.01%	1606
2024 Q2	$5.96M	Buy	462,694 +76,880	+20%	+$895K	﹤0.01%	1466
2024 Q1	$4.6M	Buy	385,814 +14,085	+4%	+$144K	﹤0.01%	1644
2023 Q4	$3.1M	Buy	371,729 +343,899	+1,236%	+$2.78M	﹤0.01%	1828
2023 Q3	$202K	Sell	27,830 -55	-0.2%	-$411	﹤0.01%	3452
2023 Q2	$220K	Sell	27,885 -39,122	-58%	-$240K	﹤0.01%	3426
2023 Q1	$319K	Buy	67,007 +11,903	+22%	+$53K	﹤0.01%	3198
2022 Q4	$224K	Buy	55,104 +1,554	+3%	+$6.75K	﹤0.01%	3383
2022 Q3	$236K	Sell	53,550 -1,250	-2%	-$5.74K	﹤0.01%	3340
2022 Q2	$205K	Sell	54,800 -11,326	-17%	-$57.5K	﹤0.01%	3498
2022 Q1	$510K	Buy	66,126 +6,422	+11%	+$51.5K	﹤0.01%	3065
2021 Q4	$560K	Buy	+59,704	New	+$586K	﹤0.01%	3004

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

Raymond James & Associates's NU Position: Q3 2024 in Review

Raymond James & Associates reduced its Nu Holdings (NU) stake by 14% in Q3 2024, selling an estimated $884K and leaving 396,972 shares worth $5.42M. The position accounts for ﹤0.01% of the portfolio, ranked #1606.

Raymond James & Associates first reported a position in NU in Q4 2021 and has held it in 12 quarters since. The position peaked at $5.96M in Q2 2024. 649 funds tracked by Wall St. Rank hold NU as of Q3 2024.

Raymond James & Associates held 396,972 shares of Nu Holdings worth $5.42M as of Q3 2024.
Raymond James & Associates sold 65,722 Nu Holdings shares in Q3 2024, an estimated $884K.
Nu Holdings made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #1606 holding.
Raymond James & Associates first reported a position in Nu Holdings in Q4 2021 and has held it in 12 quarters since.
Raymond James & Associates's Nu Holdings position peaked at $5.96M in Q2 2024.
649 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.