ZIM
NU icon

Zacks Investment Management’s Nu Holdings NU Stock Holding History

Zacks Investment 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
2024
Q2 		– Sell
-17,987
Closed -$215K – 695
2024
Q1 		$215K Sell
17,987
-273,128
-94% -$2.79M ﹤0.01% 593
2023
Q4 		$2.42M Sell
291,115
-18,835
-6% -$152K 0.03% 265
2023
Q3 		$2.25M Buy
309,950
+299,859
+2,972% +$2.24M 0.03% 260
2023
Q2 		$79.6K Buy
+10,091
New +$62K ﹤0.01% 618

Other funds holding NU

SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return

Zacks Investment Management's NU Position: Q2 2024 in Review

Zacks Investment Management sold out of Nu Holdings (NU) in Q2 2024, closing a stake of 17,987 shares — an estimated $215K sold.

Zacks Investment Management first reported a position in NU in Q2 2023 and held it in 4 quarters. The position peaked at $2.42M in Q4 2023. 605 funds tracked by Wall St. Rank hold NU as of Q2 2024.

  • Zacks Investment Management reported no remaining Nu Holdings position as of Q2 2024 after selling out during the quarter.
  • Zacks Investment Management sold 17,987 Nu Holdings shares in Q2 2024, an estimated $215K.
  • Zacks Investment Management first reported a position in Nu Holdings in Q2 2023 and held it in 4 quarters.
  • Zacks Investment Management's Nu Holdings position peaked at $2.42M in Q4 2023.
  • 605 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2024.

Based on Zacks Investment Management's 13F filing for Q2 2024, filed 14 Aug 2024.