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Bowling Portfolio Management’s Nucor NUE Stock Holding History

Bowling Portfolio 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
2022
Q3 		$2.33M Sell
21,809
-239
-1% -$30K 0.64% 39
2022
Q2 		$2.3M Sell
22,048
-102
-0.5% -$13.8K 0.58% 46
2022
Q1 		$3.29M Buy
22,150
+11
+0% +$1.35K 0.71% 30
2021
Q4 		$2.53M Sell
22,139
-5
-0% -$547 0.52% 42
2021
Q3 		$2.18M Sell
22,144
-22
-0.1% -$2.34K 0.49% 55
2021
Q2 		$2.13M Buy
22,166
+24
+0.1% +$2.25K 0.47% 61
2021
Q1 		$1.78M Sell
22,142
-2,122
-9% -$129K 0.42% 84
2020
Q4 		$1.29M Sell
24,264
-1,055
-4% -$54.5K 0.3% 96
2020
Q3 		$1.14M Sell
25,319
-2,131
-8% -$94.4K 0.25% 98
2020
Q2 		$1.14M Sell
27,450
-227
-0.8% -$9.18K 0.24% 105
2020
Q1 		$997K Sell
27,677
-950
-3% -$42.2K 0.25% 113
2019
Q4 		$1.61M Sell
28,627
-637
-2% -$34.7K 0.27% 101
2019
Q3 		$1.49M Sell
29,264
-53,380
-65% -$2.79M 0.25% 133
2019
Q2 		$4.55M Buy
82,644
+50,128
+154% +$2.75M 0.74% 23
2019
Q1 		$1.9M Buy
+32,516
New +$1.91M 0.3% 107

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bowling Portfolio Management's NUE Position: Q3 2022 in Review

Bowling Portfolio Management reduced its Nucor (NUE) stake by 1.1% in Q3 2022, selling an estimated $30K and leaving 21,809 shares worth $2.33M. The position accounts for 0.64% of the portfolio, ranked #39.

Bowling Portfolio Management first reported a position in NUE in Q1 2019 and has held it in 15 quarters since. The position peaked at $4.55M in Q2 2019. 1,060 funds tracked by Wall St. Rank hold NUE as of Q3 2022.

  • Bowling Portfolio Management held 21,809 shares of Nucor worth $2.33M as of Q3 2022.
  • Bowling Portfolio Management sold 239 Nucor shares in Q3 2022, an estimated $30K.
  • Nucor made up 0.64% of Bowling Portfolio Management's portfolio in Q3 2022, its #39 holding.
  • Bowling Portfolio Management first reported a position in Nucor in Q1 2019 and has held it in 15 quarters since.
  • Bowling Portfolio Management's Nucor position peaked at $4.55M in Q2 2019.
  • 1,060 funds tracked by Wall St. Rank held Nucor as of Q3 2022.

Based on Bowling Portfolio Management's 13F filing for Q3 2022, filed 4 Oct 2022.