Tiedemann Advisors’s Nu Holdings NU Stock Holding History

Tiedemann 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
2022 Q4	–	Sell	-39,520	Closed	-$174K	–	247
2022 Q3	$174K	Buy	+39,520	New	+$181K	0.01%	220

Other funds holding NU

SUT

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return

Galileo PTC Road Town, Tortola, British Virgin Islands $1.02B AUM 48.04% 1-Year Est. Return

TCMX

Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 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

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

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

Tiedemann Advisors's NU Position: Q4 2022 in Review

Tiedemann Advisors sold out of Nu Holdings (NU) in Q4 2022, closing a stake of 39,520 shares — an estimated $174K sold.

Tiedemann Advisors first reported a position in NU in Q3 2022 and held it in 1 quarter. The position peaked at $174K in Q3 2022. 264 funds tracked by Wall St. Rank hold NU as of Q4 2022.

Tiedemann Advisors reported no remaining Nu Holdings position as of Q4 2022 after selling out during the quarter.
Tiedemann Advisors sold 39,520 Nu Holdings shares in Q4 2022, an estimated $174K.
Tiedemann Advisors first reported a position in Nu Holdings in Q3 2022 and held it in 1 quarter.
Tiedemann Advisors's Nu Holdings position peaked at $174K in Q3 2022.
264 funds tracked by Wall St. Rank held Nu Holdings as of Q4 2022.

Based on Tiedemann Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.