Apriem Advisors’s Nucor NUE Stock Holding History

Apriem 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
2021 Q2	–	Sell	-2,530	Closed	-$203K	–	155
2021 Q1	$203K	Buy	+2,530	New	+$153K	0.03%	139
2018 Q3	–	Sell	-250	Closed	-$16K	–	297
2018 Q2	$16K	Buy	+250	New	+$16K	﹤0.01%	377
2017 Q2	–	Sell	-297	Closed	-$18K	–	404
2017 Q1	$18K	Hold	297	–	–	﹤0.01%	360
2016 Q4	$18K	Buy	297 +47	+19%	+$2.63K	0.01%	369
2016 Q3	$12K	Sell	250 -1,800	-88%	-$91.6K	﹤0.01%	388
2016 Q2	$101K	Hold	2,050	–	–	0.03%	164
2016 Q1	$97K	Hold	2,050	–	–	0.04%	141
2015 Q4	$83K	Hold	2,050	–	–	0.03%	152
2015 Q3	$77K	Hold	2,050	–	–	0.03%	159
2015 Q2	$90K	Sell	2,050 -600	-23%	-$28.8K	0.03%	149
2015 Q1	$126K	Sell	2,650 -400	-13%	-$18.7K	0.04%	130
2014 Q4	$150K	Hold	3,050	–	–	0.06%	112
2014 Q3	$166K	Sell	3,050 -1,000	-25%	-$52.8K	0.06%	111
2014 Q2	$199K	Hold	4,050	–	–	0.08%	116
2014 Q1	$205K	Sell	4,050 -100	-2%	-$5.02K	0.08%	116
2013 Q4	$222K	Sell	4,150 -400	-9%	-$20.6K	0.09%	104
2013 Q3	$223K	Sell	4,550 -300	-6%	-$14.1K	0.1%	100
2013 Q2	$210K	Buy	+4,850	New	+$215K	0.1%	97

Other funds holding NUE

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Apriem Advisors's NUE Position: Q2 2021 in Review

Apriem Advisors sold out of Nucor (NUE) in Q2 2021, closing a stake of 2,530 shares — an estimated $203K sold.

Apriem Advisors first reported a position in NUE in Q2 2013 and held it in 18 quarters. The position peaked at $223K in Q3 2013. 950 funds tracked by Wall St. Rank hold NUE as of Q2 2021.

Apriem Advisors reported no remaining Nucor position as of Q2 2021 after selling out during the quarter.
Apriem Advisors sold 2,530 Nucor shares in Q2 2021, an estimated $203K.
Apriem Advisors first reported a position in Nucor in Q2 2013 and held it in 18 quarters.
Apriem Advisors's Nucor position peaked at $223K in Q3 2013.
950 funds tracked by Wall St. Rank held Nucor as of Q2 2021.

Based on Apriem Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.