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Asset Planning Corporation’s Nucor NUE Stock Holding History

Asset Planning Corporation’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
-3,140
Closed -$546K – 43
2023
Q4 		$546K Buy
3,140
+10
+0.3% +$1.59K 0.42% 26
2023
Q3 		$489K Buy
3,130
+10
+0.3% +$1.66K 0.38% 27
2023
Q2 		$512K Buy
3,120
+11
+0.4% +$1.61K 0.39% 26
2023
Q1 		$480K Buy
3,109
+10
+0.3% +$1.59K 0.39% 25
2022
Q4 		$408K Buy
3,099
+11
+0.4% +$1.5K 0.34% 26
2022
Q3 		$330K Buy
3,088
+11
+0.4% +$1.38K 0.31% 27
2022
Q2 		$321K Buy
3,077
+12
+0.4% +$1.62K 0.28% 29
2022
Q1 		$456K Sell
3,065
-50
-2% -$6.13K 0.4% 25
2021
Q4 		$356K Hold
3,115
– – 0.3% 27
2021
Q3 		$307K Buy
3,115
+10
+0.3% +$1.06K 0.28% 26
2021
Q2 		$298K Buy
3,105
+40
+1% +$3.74K 0.29% 26
2021
Q1 		$246K Hold
3,065
– – 0.26% 27
2020
Q4 		$163K Buy
+3,065
New +$158K 0.16% 31

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 $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 $3.38T AUM 44.17% 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

Asset Planning Corporation's NUE Position: Q1 2024 in Review

Asset Planning Corporation sold out of Nucor (NUE) in Q1 2024, closing a stake of 3,140 shares — an estimated $546K sold.

Asset Planning Corporation first reported a position in NUE in Q4 2020 and held it in 13 quarters. The position peaked at $546K in Q4 2023. 1,295 funds tracked by Wall St. Rank hold NUE as of Q1 2024.

  • Asset Planning Corporation reported no remaining Nucor position as of Q1 2024 after selling out during the quarter.
  • Asset Planning Corporation sold 3,140 Nucor shares in Q1 2024, an estimated $546K.
  • Asset Planning Corporation first reported a position in Nucor in Q4 2020 and held it in 13 quarters.
  • Asset Planning Corporation's Nucor position peaked at $546K in Q4 2023.
  • 1,295 funds tracked by Wall St. Rank held Nucor as of Q1 2024.

Based on Asset Planning Corporation's 13F filing for Q1 2024, filed 29 Apr 2024.