Symmetry Peak Management’s Nu Holdings NU Stock Holding History

Symmetry Peak Management’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
2026 Q1	–	Sell	-37,500	Closed	-$628K	–	105
2025 Q4	$628K	Hold	37,500	–	–	0.17%	29
2025 Q3	$600K	Buy	+37,500	New	+$523K	0.13%	71
2023 Q1	–	Sell	-64,500	Closed	-$263K	–	169
2022 Q4	$263K	Sell	64,500 -65,500	-50%	-$285K	0.13%	85
2022 Q3	$572K	Buy	130,000 +30,000	+30%	+$138K	0.68%	26
2022 Q2	$374K	Buy	+100,000	New	+$507K	0.25%	24

Other funds holding NU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Symmetry Peak Management's NU Position: Q3 2023 in Review

Symmetry Peak Management sold out of Nu Holdings (NU) in Q3 2023, closing a stake of 10,000 shares — an estimated $78.9K sold.

Symmetry Peak Management first reported a position in NU in Q2 2023 and held it in 1 quarter. The position peaked at $78.9K in Q2 2023. 403 funds tracked by Wall St. Rank hold NU as of Q3 2023.

Symmetry Peak Management reported no remaining Nu Holdings position as of Q3 2023 after selling out during the quarter.
Symmetry Peak Management sold 10,000 Nu Holdings shares in Q3 2023, an estimated $78.9K.
Symmetry Peak Management first reported a position in Nu Holdings in Q2 2023 and held it in 1 quarter.
Symmetry Peak Management's Nu Holdings position peaked at $78.9K in Q2 2023.
403 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2023.

Based on Symmetry Peak Management's 13F filing for Q3 2023, filed 14 Nov 2023.