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Yorktown Management & Research Company’s Nu Holdings NU Stock Holding History

Yorktown Management & Research Company’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
2023
Q3 		– Sell
-31,700
Closed -$250K – 227
2023
Q2 		$250K Hold
31,700
– – 0.27% 178
2023
Q1 		$151K Hold
31,700
– – 0.16% 194
2022
Q4 		$129K Hold
31,700
– – 0.16% 181
2022
Q3 		$139K Buy
+31,700
New +$146K 0.18% 176

Other funds holding NU

SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.02B AUM 48.04% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Yorktown Management & Research Company's NU Position: Q3 2023 in Review

Yorktown Management & Research Company sold out of Nu Holdings (NU) in Q3 2023, closing a stake of 31,700 shares — an estimated $250K sold.

Yorktown Management & Research Company first reported a position in NU in Q3 2022 and held it in 4 quarters. The position peaked at $250K in Q2 2023. 403 funds tracked by Wall St. Rank hold NU as of Q3 2023.

  • Yorktown Management & Research Company reported no remaining Nu Holdings position as of Q3 2023 after selling out during the quarter.
  • Yorktown Management & Research Company sold 31,700 Nu Holdings shares in Q3 2023, an estimated $250K.
  • Yorktown Management & Research Company first reported a position in Nu Holdings in Q3 2022 and held it in 4 quarters.
  • Yorktown Management & Research Company's Nu Holdings position peaked at $250K in Q2 2023.
  • 403 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2023.

Based on Yorktown Management & Research Company's 13F filing for Q3 2023, filed 26 Oct 2023.