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Bar Harbor Wealth Management’s Nucor NUE Stock Holding History

Bar Harbor Wealth Management’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
2020
Q1 		– Sell
-5,147
Closed -$290K – 266
2019
Q4 		$290K Sell
5,147
-720
-12% -$39.3K 0.03% 246
2019
Q3 		$299K Sell
5,867
-1,720
-23% -$89.8K 0.03% 257
2019
Q2 		$418K Sell
7,587
-480
-6% -$26.4K 0.05% 220
2019
Q1 		$471K Sell
8,067
-59
-0.7% -$3.46K 0.06% 205
2018
Q4 		$421K Sell
8,126
-4,609
-36% -$272K 0.06% 205
2018
Q3 		$808K Sell
12,735
-100
-0.8% -$6.4K 0.09% 168
2018
Q2 		$802K Buy
12,835
+1,441
+13% +$92K 0.1% 159
2018
Q1 		$696K Buy
11,394
+239
+2% +$15.8K 0.09% 168
2017
Q4 		$709K Sell
11,155
-785
-7% -$45.9K 0.08% 166
2017
Q3 		$669K Sell
11,940
-1,190
-9% -$67.3K 0.08% 166
2017
Q2 		$760K Sell
13,130
-2,784
-17% -$163K 0.09% 160
2017
Q1 		$950K Sell
15,914
-2,552
-14% -$156K 0.11% 144
2016
Q4 		$1.1M Hold
18,466
– – 0.12% 138
2016
Q3 		$913K Buy
18,466
+140
+0.8% +$7.12K 0.1% 150
2016
Q2 		$906K Sell
18,326
-22
-0.1% -$1.07K 0.11% 152
2016
Q1 		$868K Sell
18,348
-505
-3% -$20.6K 0.11% 146
2015
Q4 		$759K Sell
18,853
-762
-4% -$31.3K 0.1% 161
2015
Q3 		$737K Buy
19,615
+355
+2% +$15.2K 0.1% 155
2015
Q2 		$849K Buy
19,260
+1,066
+6% +$51.2K 0.1% 147
2015
Q1 		$864K Buy
18,194
+5,168
+40% +$241K 0.1% 143
2014
Q4 		$639K Buy
13,026
+962
+8% +$50.1K 0.08% 166
2014
Q3 		$655K Sell
12,064
-951
-7% -$50.2K 0.08% 161
2014
Q2 		$641K Hold
13,015
– – 0.08% 163
2014
Q1 		$658K Buy
13,015
+250
+2% +$12.5K 0.08% 162
2013
Q4 		$682K Buy
12,765
+350
+3% +$18.1K 0.09% 161
2013
Q3 		$608K Buy
12,415
+6,890
+125% +$323K 0.09% 165
2013
Q2 		$240K Buy
+5,525
New +$245K 0.03% 220

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bar Harbor Wealth Management's NUE Position: Q1 2020 in Review

Bar Harbor Wealth Management sold out of Nucor (NUE) in Q1 2020, closing a stake of 5,147 shares — an estimated $290K sold.

Bar Harbor Wealth Management first reported a position in NUE in Q2 2013 and held it in 27 quarters. The position peaked at $1.1M in Q4 2016. 668 funds tracked by Wall St. Rank hold NUE as of Q1 2020.

  • Bar Harbor Wealth Management reported no remaining Nucor position as of Q1 2020 after selling out during the quarter.
  • Bar Harbor Wealth Management sold 5,147 Nucor shares in Q1 2020, an estimated $290K.
  • Bar Harbor Wealth Management first reported a position in Nucor in Q2 2013 and held it in 27 quarters.
  • Bar Harbor Wealth Management's Nucor position peaked at $1.1M in Q4 2016.
  • 668 funds tracked by Wall St. Rank held Nucor as of Q1 2020.

Based on Bar Harbor Wealth Management's 13F filing for Q1 2020, filed 14 May 2020.