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Alera Investment Advisors’s Nucor NUE Stock Holding History

Alera Investment Advisors’s Portfolio NUE Stock Details NUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-2,529
Closed -$264K – 180
2022
Q2 		$264K Sell
2,529
-1,370
-35% -$185K 0.07% 155
2022
Q1 		$580K Buy
+3,899
New +$478K 0.13% 107
2019
Q2 		– Sell
-30
Closed -$2K – 691
2019
Q1 		$2K Buy
30
+17
+131% +$997 ﹤0.01% 842
2018
Q4 		$1K Buy
+13
New +$768 ﹤0.01% 962

Other funds holding NUE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Alera Investment Advisors's NUE Position: Q3 2022 in Review

Alera Investment Advisors sold out of Nucor (NUE) in Q3 2022, closing a stake of 2,529 shares — an estimated $264K sold.

Alera Investment Advisors first reported a position in NUE in Q4 2018 and held it in 4 quarters. The position peaked at $580K in Q1 2022. 1,060 funds tracked by Wall St. Rank hold NUE as of Q3 2022.

  • Alera Investment Advisors reported no remaining Nucor position as of Q3 2022 after selling out during the quarter.
  • Alera Investment Advisors sold 2,529 Nucor shares in Q3 2022, an estimated $264K.
  • Alera Investment Advisors first reported a position in Nucor in Q4 2018 and held it in 4 quarters.
  • Alera Investment Advisors's Nucor position peaked at $580K in Q1 2022.
  • 1,060 funds tracked by Wall St. Rank held Nucor as of Q3 2022.

Based on Alera Investment Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.