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SpiderRock Advisors’s Nu Holdings NU Stock Holding History

SpiderRock Advisors’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 		$4.47M Sell
327,169
-35,317
-10% -$475K 0.07% 185
2024
Q2 		$4.67M Sell
362,486
-11,881
-3% -$138K 0.09% 159
2024
Q1 		$4.41M Buy
+374,367
New +$3.82M 0.11% 149

Other funds holding NU

BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SpiderRock Advisors's NU Position: Q3 2024 in Review

SpiderRock Advisors reduced its Nu Holdings (NU) stake by 9.7% in Q3 2024, selling an estimated $475K and leaving 327,169 shares worth $4.47M. The position accounts for 0.07% of the portfolio, ranked #185.

SpiderRock Advisors first reported a position in NU in Q1 2024 and has held it in 3 quarters since. The position peaked at $4.67M in Q2 2024. 650 funds tracked by Wall St. Rank hold NU as of Q3 2024.

  • SpiderRock Advisors held 327,169 shares of Nu Holdings worth $4.47M as of Q3 2024.
  • SpiderRock Advisors sold 35,317 Nu Holdings shares in Q3 2024, an estimated $475K.
  • Nu Holdings made up 0.07% of SpiderRock Advisors's portfolio in Q3 2024, its #185 holding.
  • SpiderRock Advisors first reported a position in Nu Holdings in Q1 2024 and has held it in 3 quarters since.
  • SpiderRock Advisors's Nu Holdings position peaked at $4.67M in Q2 2024.
  • 650 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.