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Biltmore Wealth Management’s Nucor NUE Stock Holding History

Biltmore 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
2019
Q3 		– Sell
-10,581
Closed -$583K – 51
2019
Q2 		$583K Buy
10,581
+2,060
+24% +$113K 0.29% 22
2019
Q1 		$497K Buy
+8,521
New +$500K 0.26% 29

Other funds holding NUE

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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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Biltmore Wealth Management's NUE Position: Q3 2019 in Review

Biltmore Wealth Management sold out of Nucor (NUE) in Q3 2019, closing a stake of 10,581 shares — an estimated $583K sold.

Biltmore Wealth Management first reported a position in NUE in Q1 2019 and held it in 2 quarters. The position peaked at $583K in Q2 2019. 743 funds tracked by Wall St. Rank hold NUE as of Q3 2019.

  • Biltmore Wealth Management reported no remaining Nucor position as of Q3 2019 after selling out during the quarter.
  • Biltmore Wealth Management sold 10,581 Nucor shares in Q3 2019, an estimated $583K.
  • Biltmore Wealth Management first reported a position in Nucor in Q1 2019 and held it in 2 quarters.
  • Biltmore Wealth Management's Nucor position peaked at $583K in Q2 2019.
  • 743 funds tracked by Wall St. Rank held Nucor as of Q3 2019.

Based on Biltmore Wealth Management's 13F filing for Q3 2019, filed 9 Oct 2019.