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Sweet Financial Partners’s Nu Holdings NU Stock Holding History

Sweet Financial Partners’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 		$137K Buy
+10,000
New +$135K 0.03% 194

Other funds holding NU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sweet Financial Partners's NU Position: Q3 2024 in Review

Sweet Financial Partners opened a new position in Nu Holdings (NU) in Q3 2024: 10,000 shares worth $137K. The stake represents 0.03% of the portfolio and ranks #194 among its holdings.

651 funds tracked by Wall St. Rank hold NU as of Q3 2024.

  • Sweet Financial Partners held 10,000 shares of Nu Holdings worth $137K as of Q3 2024.
  • Nu Holdings was a new Sweet Financial Partners position in Q3 2024.
  • Nu Holdings made up 0.03% of Sweet Financial Partners's portfolio in Q3 2024, its #194 holding.
  • 651 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.