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Thompson Siegel & Walmsley’s Nu Holdings NU Stock Holding History

Thompson Siegel & Walmsley’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
Q1 		– Sell
-2,500
Closed -$21K – 478
2023
Q4 		$21K Hold
2,500
– – ﹤0.01% 457
2023
Q3 		$18K Buy
+2,500
New +$18.7K ﹤0.01% 464

Other funds holding NU

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Thompson Siegel & Walmsley's NU Position: Q1 2024 in Review

Thompson Siegel & Walmsley sold out of Nu Holdings (NU) in Q1 2024, closing a stake of 2,500 shares — an estimated $21K sold.

Thompson Siegel & Walmsley first reported a position in NU in Q3 2023 and held it in 2 quarters. The position peaked at $21K in Q4 2023. 574 funds tracked by Wall St. Rank hold NU as of Q1 2024.

  • Thompson Siegel & Walmsley reported no remaining Nu Holdings position as of Q1 2024 after selling out during the quarter.
  • Thompson Siegel & Walmsley sold 2,500 Nu Holdings shares in Q1 2024, an estimated $21K.
  • Thompson Siegel & Walmsley first reported a position in Nu Holdings in Q3 2023 and held it in 2 quarters.
  • Thompson Siegel & Walmsley's Nu Holdings position peaked at $21K in Q4 2023.
  • 574 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2024.

Based on Thompson Siegel & Walmsley's 13F filing for Q1 2024, filed 9 May 2024.