Berman Capital Advisors’s Nucor NUE Stock Holding History

Berman Capital 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
2021 Q3	$149K	Buy	1,518 +269	+22%	+$28.6K	0.02%	332
2021 Q2	$119K	Buy	1,249 +408	+49%	+$38.2K	0.02%	333
2021 Q1	$67K	Sell	841 -5	-0.6%	-$303	0.01%	386
2020 Q4	$45K	Buy	846 +121	+17%	+$6.25K	0.01%	430
2020 Q3	$31K	Buy	725 +19	+3%	+$842	0.01%	467
2020 Q2	$28K	Buy	706 +297	+73%	+$12K	0.01%	457
2020 Q1	$13K	Buy	409 +134	+49%	+$5.95K	﹤0.01%	607
2019 Q4	$15K	Hold	275	–	–	﹤0.01%	617
2019 Q3	$14K	Sell	275 -185	-40%	-$9.66K	﹤0.01%	623
2019 Q2	$24K	Sell	460 -217	-32%	-$11.9K	0.01%	461
2019 Q1	$39K	Buy	677 +186	+38%	+$10.9K	0.01%	314
2018 Q4	$24K	Buy	+491	New	+$29K	0.01%	354

Other funds holding NUE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Berman Capital Advisors's NUE Position: Q3 2021 in Review

Berman Capital Advisors increased its Nucor (NUE) stake by 22% in Q3 2021, buying an estimated $28.6K and bringing the position to 1,518 shares worth $149K. The position accounts for 0.02% of the portfolio, ranked #332.

Berman Capital Advisors first reported a position in NUE in Q4 2018 and has held it in 12 quarters since. 958 funds tracked by Wall St. Rank hold NUE as of Q3 2021.

Berman Capital Advisors held 1,518 shares of Nucor worth $149K as of Q3 2021.
Berman Capital Advisors bought 269 Nucor shares in Q3 2021, an estimated $28.6K.
Nucor made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #332 holding.
Berman Capital Advisors first reported a position in Nucor in Q4 2018 and has held it in 12 quarters since.
958 funds tracked by Wall St. Rank held Nucor as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.