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Alpha Financial Partners’s Nucor NUE Stock Holding History

Alpha Financial Partners’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
2024
Q1 		– Sell
-1,193
Closed -$208K – 82
2023
Q4 		$208K Sell
1,193
-550
-32% -$87.2K 0.2% 78
2023
Q3 		$272K Sell
1,743
-44
-2% -$7.28K 0.32% 61
2023
Q2 		$293K Sell
1,787
-13
-0.7% -$1.9K 0.31% 69
2023
Q1 		$278K Sell
1,800
-67
-4% -$10.7K 0.31% 65
2022
Q4 		$246K Buy
+1,867
New +$254K 0.3% 68

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State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Alpha Financial Partners's NUE Position: Q1 2024 in Review

Alpha Financial Partners sold out of Nucor (NUE) in Q1 2024, closing a stake of 1,193 shares — an estimated $208K sold.

Alpha Financial Partners first reported a position in NUE in Q4 2022 and held it in 5 quarters. The position peaked at $293K in Q2 2023. 1,295 funds tracked by Wall St. Rank hold NUE as of Q1 2024.

  • Alpha Financial Partners reported no remaining Nucor position as of Q1 2024 after selling out during the quarter.
  • Alpha Financial Partners sold 1,193 Nucor shares in Q1 2024, an estimated $208K.
  • Alpha Financial Partners first reported a position in Nucor in Q4 2022 and held it in 5 quarters.
  • Alpha Financial Partners's Nucor position peaked at $293K in Q2 2023.
  • 1,295 funds tracked by Wall St. Rank held Nucor as of Q1 2024.

Based on Alpha Financial Partners's 13F filing for Q1 2024, filed 13 May 2024.