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Avalon Investment & Advisory’s Nucor NUE Stock Holding History

Avalon Investment & Advisory’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
2018
Q4 		– Sell
-157,875
Closed -$10M – 338
2018
Q3 		$10M Buy
+157,875
New +$10.1M 0.28% 130
2017
Q3 		– Sell
-112,852
Closed -$6.53M – 386
2017
Q2 		$6.53M Sell
112,852
-1,011
-0.9% -$59.3K 0.22% 143
2017
Q1 		$6.8M Buy
+113,863
New +$6.96M 0.23% 131

Other funds holding NUE

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Avalon Investment & Advisory's NUE Position: Q4 2018 in Review

Avalon Investment & Advisory sold out of Nucor (NUE) in Q4 2018, closing a stake of 157,875 shares — an estimated $10M sold.

Avalon Investment & Advisory first reported a position in NUE in Q1 2017 and held it in 3 quarters. The position peaked at $10M in Q3 2018. 798 funds tracked by Wall St. Rank hold NUE as of Q4 2018.

  • Avalon Investment & Advisory reported no remaining Nucor position as of Q4 2018 after selling out during the quarter.
  • Avalon Investment & Advisory sold 157,875 Nucor shares in Q4 2018, an estimated $10M.
  • Avalon Investment & Advisory first reported a position in Nucor in Q1 2017 and held it in 3 quarters.
  • Avalon Investment & Advisory's Nucor position peaked at $10M in Q3 2018.
  • 798 funds tracked by Wall St. Rank held Nucor as of Q4 2018.

Based on Avalon Investment & Advisory's 13F filing for Q4 2018, filed 14 Feb 2019.