Number of Shares
14.67 Mil
Current Holdings Value*
$498.30 Mil
% of Portfolio
100%
Total Estimate Gain
$207.96 Mil
% of Total Estimate Gain
34.08%

Nuveen Lifecycle 2040 Fund's Nuveen Growth Opportunities ETF Holding Summary

As of 2025-02-28, Nuveen Lifecycle 2040 Fund held 14.67 Mil shares of Nuveen Growth Opportunities ETF(NUGO), totaling $498.30 Mil. This investment constitutes 100% of their stock portfolio, and Nuveen Lifecycle 2040 Fund now holds 17.9% of the outstanding Nuveen Growth Opportunities ETF(NUGO) stock.

The initial trade took place in 2022Q1. And since then Nuveen Lifecycle 2040 Fund has made 3 purchases of NUGO, at an average price of $24.16, for a total of 25.26 Mil shares. In addition, there have been 10 sales at an average price of $26.94 for 10.58 Mil shares. Based on historical transaction data and NUGO's current price of $36.33, Nuveen Lifecycle 2040 Fund's estimated gain on his NUGO holdings is $207.96 Mil, reflecting a 34.08% gain to date.

Nuveen Lifecycle 2040 Fund NUGO ($36.33) Holding Chart

Nuveen Lifecycle 2040 Fund NUGO ($36.33) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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