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Baystate Wealth Management’s Nucor NUE Stock Holding History

Baystate 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
2023
Q4 		$98.9K Buy
568
+2
+0.4% +$317 0.01% 277
2023
Q3 		$88.5K Sell
566
-24
-4% -$3.97K 0.01% 266
2023
Q2 		$96.8K Sell
590
-24
-4% -$3.5K 0.01% 259
2023
Q1 		$95K Buy
614
+3
+0.5% +$477 0.01% 259
2022
Q4 		$81K Buy
611
+2
+0.3% +$272 0.01% 276
2022
Q3 		$65K Buy
609
+2
+0.3% +$251 0.01% 283
2022
Q2 		$63K Sell
607
-23
-4% -$3.11K 0.01% 294
2022
Q1 		$94K Buy
630
+143
+29% +$17.5K 0.01% 250
2021
Q4 		$56K Buy
+487
New +$53.2K 0.01% 305
2019
Q4 		– Sell
-93
Closed -$5K – 647
2019
Q3 		$5K Buy
93
+1
+1% +$52 ﹤0.01% 423
2019
Q2 		$5K Buy
92
+1
+1% +$55 ﹤0.01% 436
2019
Q1 		$5K Hold
91
– – ﹤0.01% 439
2018
Q4 		$5K Sell
91
-49
-35% -$2.9K ﹤0.01% 442
2018
Q3 		$9K Hold
140
– – ﹤0.01% 387
2018
Q2 		$9K Sell
140
-109
-44% -$6.96K ﹤0.01% 389
2018
Q1 		$16K Buy
+249
New +$16.5K ﹤0.01% 312
2017
Q4 		– Sell
-238
Closed -$13K – 681
2017
Q3 		$13K Buy
238
+1
+0.4% +$57 ﹤0.01% 325
2017
Q2 		$14K Buy
237
+2
+0.9% +$117 ﹤0.01% 309
2017
Q1 		$14K Buy
235
+1
+0.4% +$61 ﹤0.01% 307
2016
Q4 		$14K Buy
+234
New +$13.1K ﹤0.01% 267

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 $146B AUM 55.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Baystate Wealth Management's NUE Position: Q4 2023 in Review

Baystate Wealth Management increased its Nucor (NUE) stake by 0.35% in Q4 2023, buying an estimated $317 and bringing the position to 568 shares worth $98.9K. The position accounts for 0.01% of the portfolio, ranked #277.

Baystate Wealth Management first reported a position in NUE in Q4 2016 and has held it in 20 quarters since. 1,249 funds tracked by Wall St. Rank hold NUE as of Q4 2023.

  • Baystate Wealth Management held 568 shares of Nucor worth $98.9K as of Q4 2023.
  • Baystate Wealth Management bought 2 Nucor shares in Q4 2023, an estimated $317.
  • Nucor made up 0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #277 holding.
  • Baystate Wealth Management first reported a position in Nucor in Q4 2016 and has held it in 20 quarters since.
  • 1,249 funds tracked by Wall St. Rank held Nucor as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.