Seven Eight Capital’s Nu Holdings NU Stock Holding History

Seven Eight Capital’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	-60,047	Closed	-$820K	–	423
2024 Q3	$820K	Buy	+60,047	New	+$808K	0.07%	454
2024 Q2	–	Sell	-58,163	Closed	-$694K	–	842
2024 Q1	$694K	Sell	58,163 -835,886	-93%	-$8.54M	0.07%	389
2023 Q4	$7.45M	Buy	894,049 +832,270	+1,347%	+$6.73M	0.86%	4
2023 Q3	$448K	Sell	61,779 -70,610	-53%	-$528K	0.05%	416
2023 Q2	$1.04M	Buy	+132,389	New	+$813K	0.17%	177
2022 Q4	–	Sell	-25,848	Closed	-$114K	–	568
2022 Q3	$114K	Buy	+25,848	New	+$119K	0.02%	455

Other funds holding NU

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

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

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

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

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

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

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Seven Eight Capital's NU Position: Q4 2024 in Review

Seven Eight Capital sold out of Nu Holdings (NU) in Q4 2024, closing a stake of 60,047 shares — an estimated $820K sold.

Seven Eight Capital first reported a position in NU in Q3 2022 and held it in 6 quarters. The position peaked at $7.45M in Q4 2023. 710 funds tracked by Wall St. Rank hold NU as of Q4 2024.

Seven Eight Capital reported no remaining Nu Holdings position as of Q4 2024 after selling out during the quarter.
Seven Eight Capital sold 60,047 Nu Holdings shares in Q4 2024, an estimated $820K.
Seven Eight Capital first reported a position in Nu Holdings in Q3 2022 and held it in 6 quarters.
Seven Eight Capital's Nu Holdings position peaked at $7.45M in Q4 2023.
710 funds tracked by Wall St. Rank held Nu Holdings as of Q4 2024.

Based on Seven Eight Capital's 13F filing for Q4 2024.