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Baltimore-Washington Financial Advisors’s Nucor NUE Stock Holding History

Baltimore-Washington Financial 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
2023
Q3 		– Sell
-1,307
Closed -$214K – 149
2023
Q2 		$214K Buy
1,307
+2
+0.2% +$292 0.02% 132
2023
Q1 		$202K Buy
+1,305
New +$208K 0.02% 140
2015
Q4 		– Sell
-25
Closed – – 204
2015
Q3 		$0 Buy
+25
New +$1.07K ﹤0.01% 295

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

Baltimore-Washington Financial Advisors's NUE Position: Q3 2023 in Review

Baltimore-Washington Financial Advisors sold out of Nucor (NUE) in Q3 2023, closing a stake of 1,307 shares — an estimated $214K sold.

Baltimore-Washington Financial Advisors first reported a position in NUE in Q3 2015 and held it in 3 quarters. The position peaked at $214K in Q2 2023. 1,161 funds tracked by Wall St. Rank hold NUE as of Q3 2023.

  • Baltimore-Washington Financial Advisors reported no remaining Nucor position as of Q3 2023 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 1,307 Nucor shares in Q3 2023, an estimated $214K.
  • Baltimore-Washington Financial Advisors first reported a position in Nucor in Q3 2015 and held it in 3 quarters.
  • Baltimore-Washington Financial Advisors's Nucor position peaked at $214K in Q2 2023.
  • 1,161 funds tracked by Wall St. Rank held Nucor as of Q3 2023.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.