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	–	648
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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Capital World Investors

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