Steel Grove Capital Advisors’s Nu Holdings NU Stock Holding History

Steel Grove Capital 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 Q2	–	Sell	-13,015	Closed	-$155K	–	205
2024 Q1	$155K	Hold	13,015	–	–	0.02%	209
2023 Q4	$108K	Hold	13,015	–	–	0.01%	187
2023 Q3	$94.4K	Hold	13,015	–	–	0.01%	190
2023 Q2	$103K	Hold	13,015	–	–	0.01%	189
2023 Q1	$62K	Buy	+13,015	New	+$58K	0.01%	186

Other funds holding NU

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

TCMX

Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return

Steel Grove Capital Advisors's NU Position: Q2 2024 in Review

Steel Grove Capital Advisors sold out of Nu Holdings (NU) in Q2 2024, closing a stake of 13,015 shares — an estimated $155K sold.

Steel Grove Capital Advisors first reported a position in NU in Q1 2023 and held it in 5 quarters. The position peaked at $155K in Q1 2024. 606 funds tracked by Wall St. Rank hold NU as of Q2 2024.

Steel Grove Capital Advisors reported no remaining Nu Holdings position as of Q2 2024 after selling out during the quarter.
Steel Grove Capital Advisors sold 13,015 Nu Holdings shares in Q2 2024, an estimated $155K.
Steel Grove Capital Advisors first reported a position in Nu Holdings in Q1 2023 and held it in 5 quarters.
Steel Grove Capital Advisors's Nu Holdings position peaked at $155K in Q1 2024.
606 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2024.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.