Altium Wealth Management’s Nucor NUE Stock Holding History

Altium Wealth Management’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 Q2	$219K	Sell	2,099 -438	-17%	-$59.3K	0.02%	343
2022 Q1	$377K	Sell	2,537 -3,190	-56%	-$391K	0.02%	300
2021 Q4	$654K	Buy	5,727 +1,259	+28%	+$138K	0.04%	207
2021 Q3	$440K	Buy	4,468 +470	+12%	+$50K	0.03%	247
2021 Q2	$384K	Buy	3,998 +633	+19%	+$59.2K	0.03%	272
2021 Q1	$270K	Buy	+3,365	New	+$204K	0.02%	315
2019 Q2	–	Sell	-4,205	Closed	-$245K	–	292
2019 Q1	$245K	Buy	4,205 +77	+2%	+$4.51K	0.04%	234
2018 Q4	$214K	Sell	4,128 -47	-1%	-$2.78K	0.04%	236
2018 Q3	$265K	Sell	4,175 -9	-0.2%	-$576	0.05%	231
2018 Q2	$262K	Buy	4,184 +155	+4%	+$9.89K	0.07%	204
2018 Q1	$246K	Hold	4,029	–	–	0.1%	144
2017 Q4	$258K	Buy	+4,029	New	+$236K	0.12%	136

Other funds holding NUE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Altium Wealth Management's NUE Position: Q2 2022 in Review

Altium Wealth Management reduced its Nucor (NUE) stake by 17% in Q2 2022, selling an estimated $59.3K and leaving 2,099 shares worth $219K. The position accounts for 0.02% of the portfolio, ranked #343.

Altium Wealth Management first reported a position in NUE in Q4 2017 and has held it in 12 quarters since. The position peaked at $654K in Q4 2021. 1,071 funds tracked by Wall St. Rank hold NUE as of Q2 2022.

Altium Wealth Management held 2,099 shares of Nucor worth $219K as of Q2 2022.
Altium Wealth Management sold 438 Nucor shares in Q2 2022, an estimated $59.3K.
Nucor made up 0.02% of Altium Wealth Management's portfolio in Q2 2022, its #343 holding.
Altium Wealth Management first reported a position in Nucor in Q4 2017 and has held it in 12 quarters since.
Altium Wealth Management's Nucor position peaked at $654K in Q4 2021.
1,071 funds tracked by Wall St. Rank held Nucor as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.