| Quarter | Score |
|---|---|
| 2013-Q2 | 56.0 |
| 2013-Q3 | 55.4 |
| 2013-Q4 | 56.7 |
| 2014-Q1 | 57.2 |
| 2014-Q2 | 56.9 |
| 2014-Q3 | 56.8 |
| 2022-Q3 | 65.4 |
| 2022-Q4 | 49.8 |
| 2023-Q1 | 49.0 |
| 2023-Q2 | 45.8 |
| 2023-Q3 | 48.8 |
| 2023-Q4 | 76.2 |
| 2024-Q1 | 79.8 |
| 2024-Q2 | 51.9 |
| 2024-Q3 | 51.8 |
| 2024-Q4 | 45.5 |
| 2025-Q1 | 54.2 |
| 2025-Q2 | 83.3 |
| 2025-Q3 | 44.2 |
| 2025-Q4 | 45.9 |
Active institutional exit or low consensus; avoid or liquidate
Within 0.0% of funds' estimated purchase price
1 of 16 tracked funds hold NU. Avg conviction: 1.1%. Net trimming. First tracked at $16.01 (current -4.9% vs tracked).
Prices are approximate, based on 13F reported values (position value / shares), not actual cost basis. Data covers 16 tracked value-oriented funds. Holdings are reported quarterly with a ~45-day lag. Stock splits may affect share count comparisons. Returns are not annualized.
| Fund | % of Portfolio | Action |
|---|---|---|
| Oaktree Capital | 1.1% | Reduce |