Atwood & Palmer’s Nucor NUE Stock Holding History

Atwood & Palmer’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 Q3	–	Sell	-200	Closed	-$31.6K	–	483
2024 Q2	$31.6K	Hold	200	–	–	﹤0.01%	257
2024 Q1	$39.6K	Hold	200	–	–	﹤0.01%	227
2023 Q4	$34.8K	Hold	200	–	–	﹤0.01%	245
2023 Q3	$31.3K	Sell	200 -300	-60%	-$49.7K	﹤0.01%	237
2023 Q2	$82K	Hold	500	–	–	0.01%	201
2023 Q1	$77.2K	Hold	500	–	–	0.01%	184
2022 Q4	$65.9K	Hold	500	–	–	0.01%	198
2022 Q3	$53K	Sell	500 -265	-35%	-$33.3K	0.01%	196
2022 Q2	$80K	Buy	765 +265	+53%	+$35.9K	0.01%	183
2022 Q1	$74K	Hold	500	–	–	0.01%	194
2021 Q4	$57K	Hold	500	–	–	﹤0.01%	222
2021 Q3	$49K	Hold	500	–	–	﹤0.01%	225
2021 Q2	$48K	Hold	500	–	–	﹤0.01%	227
2021 Q1	$40K	Hold	500	–	–	﹤0.01%	234
2020 Q4	$27K	Hold	500	–	–	﹤0.01%	251
2020 Q3	$22K	Hold	500	–	–	﹤0.01%	224
2020 Q2	$21K	Hold	500	–	–	﹤0.01%	221
2020 Q1	$18K	Buy	+500	New	+$22.2K	﹤0.01%	226

Other funds holding NUE

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 New York $5.7T AUM 30.48% 1-Year Est. Return

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

Geode Capital Management

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

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

Capital World Investors

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

Dimensional Fund Advisors

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

Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return