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Bison Wealth’s Nucor NUE Stock Holding History

Bison Wealth’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
2024
Q3 		– Sell
-1,514
Closed -$300K – 458
2024
Q2 		$300K Hold
1,514
– – 0.05% 336
2024
Q1 		$300K Buy
1,514
+2
+0.1% +$366 0.05% 336
2023
Q4 		$263K Buy
1,512
+3
+0.2% +$476 0.05% 338
2023
Q3 		$236K Buy
1,509
+2
+0.1% +$331 0.05% 341
2023
Q2 		$247K Buy
1,507
+42
+3% +$6.13K 0.05% 322
2023
Q1 		$201K Buy
1,465
+5
+0.3% +$795 0.06% 238
2022
Q4 		$243K Buy
+1,460
New +$198K 0.08% 231

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Bison Wealth's NUE Position: Q3 2024 in Review

Bison Wealth sold out of Nucor (NUE) in Q3 2024, closing a stake of 1,514 shares — an estimated $300K sold.

Bison Wealth first reported a position in NUE in Q4 2022 and held it in 7 quarters. The position peaked at $300K in Q2 2024. 1,195 funds tracked by Wall St. Rank hold NUE as of Q3 2024.

  • Bison Wealth reported no remaining Nucor position as of Q3 2024 after selling out during the quarter.
  • Bison Wealth sold 1,514 Nucor shares in Q3 2024, an estimated $300K.
  • Bison Wealth first reported a position in Nucor in Q4 2022 and held it in 7 quarters.
  • Bison Wealth's Nucor position peaked at $300K in Q2 2024.
  • 1,195 funds tracked by Wall St. Rank held Nucor as of Q3 2024.

Based on Bison Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.