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Balasa Dinverno & Foltz’s Nucor NUE Stock Holding History

Balasa Dinverno & Foltz’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
2022
Q3 		$335K Buy
3,132
+832
+36% +$104K 0.02% 250
2022
Q2 		$240K Buy
2,300
+449
+24% +$60.8K 0.02% 299
2022
Q1 		$275K Buy
+1,851
New +$227K 0.02% 281

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
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Balasa Dinverno & Foltz's NUE Position: Q3 2022 in Review

Balasa Dinverno & Foltz increased its Nucor (NUE) stake by 36% in Q3 2022, buying an estimated $104K and bringing the position to 3,132 shares worth $335K. The position accounts for 0.02% of the portfolio, ranked #250.

Balasa Dinverno & Foltz first reported a position in NUE in Q1 2022 and has held it in 3 quarters since. 1,060 funds tracked by Wall St. Rank hold NUE as of Q3 2022.

  • Balasa Dinverno & Foltz held 3,132 shares of Nucor worth $335K as of Q3 2022.
  • Balasa Dinverno & Foltz bought 832 Nucor shares in Q3 2022, an estimated $104K.
  • Nucor made up 0.02% of Balasa Dinverno & Foltz's portfolio in Q3 2022, its #250 holding.
  • Balasa Dinverno & Foltz first reported a position in Nucor in Q1 2022 and has held it in 3 quarters since.
  • 1,060 funds tracked by Wall St. Rank held Nucor as of Q3 2022.

Based on Balasa Dinverno & Foltz's 13F filing for Q3 2022, filed 25 Oct 2022.