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Ameliora Wealth Management’s Nucor NUE Stock Holding History

Ameliora 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
2023
Q1 		– Sell
-1,302
Closed -$172K – 247
2022
Q4 		$172K Hold
1,302
– – 0.09% 75
2022
Q3 		$155K Buy
+1,302
New +$163K 0.08% 81

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Ameliora Wealth Management's NUE Position: Q1 2023 in Review

Ameliora Wealth Management sold out of Nucor (NUE) in Q1 2023, closing a stake of 1,302 shares — an estimated $172K sold.

Ameliora Wealth Management first reported a position in NUE in Q3 2022 and held it in 2 quarters. The position peaked at $172K in Q4 2022. 1,189 funds tracked by Wall St. Rank hold NUE as of Q1 2023.

  • Ameliora Wealth Management reported no remaining Nucor position as of Q1 2023 after selling out during the quarter.
  • Ameliora Wealth Management sold 1,302 Nucor shares in Q1 2023, an estimated $172K.
  • Ameliora Wealth Management first reported a position in Nucor in Q3 2022 and held it in 2 quarters.
  • Ameliora Wealth Management's Nucor position peaked at $172K in Q4 2022.
  • 1,189 funds tracked by Wall St. Rank held Nucor as of Q1 2023.

Based on Ameliora Wealth Management's 13F filing for Q1 2023, filed 17 Apr 2023.