Calamos Wealth Management’s Nucor NUE Stock Holding History

Calamos 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	–	Sell	-5,684	Closed	-$889K	–	332
2023 Q3	$889K	Hold	5,684	–	–	0.07%	154
2023 Q2	$932K	Buy	5,684 +15	+0.3%	+$2.19K	0.07%	146
2023 Q1	$876K	Sell	5,669 -47	-0.8%	-$7.48K	0.07%	146
2022 Q4	$753K	Hold	5,716	–	–	0.06%	161
2022 Q3	$612K	Hold	5,716	–	–	0.05%	172
2022 Q2	$597K	Sell	5,716 -184	-3%	-$24.9K	0.05%	182
2022 Q1	$877K	Buy	5,900 +207	+4%	+$25.4K	0.07%	172
2021 Q4	$650K	Buy	5,693 +24	+0.4%	+$2.62K	0.05%	204
2021 Q3	$558K	Hold	5,669	–	–	0.05%	213
2021 Q2	$544K	Buy	+5,669	New	+$530K	0.04%	224
2017 Q4	–	Sell	-21,916	Closed	-$1.23M	–	231
2017 Q3	$1.23M	Buy	21,916 +388	+2%	+$21.9K	0.17%	126
2017 Q2	$1.25M	Buy	21,528 +199	+0.9%	+$11.7K	0.18%	132
2017 Q1	$1.27M	Buy	+21,329	New	+$1.3M	0.19%	126

Other funds holding NUE

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Calamos Wealth Management's NUE Position: Q4 2023 in Review

Calamos Wealth Management sold out of Nucor (NUE) in Q4 2023, closing a stake of 5,684 shares — an estimated $889K sold.

Calamos Wealth Management first reported a position in NUE in Q1 2017 and held it in 13 quarters. The position peaked at $1.27M in Q1 2017. 1,249 funds tracked by Wall St. Rank hold NUE as of Q4 2023.

Calamos Wealth Management reported no remaining Nucor position as of Q4 2023 after selling out during the quarter.
Calamos Wealth Management sold 5,684 Nucor shares in Q4 2023, an estimated $889K.
Calamos Wealth Management first reported a position in Nucor in Q1 2017 and held it in 13 quarters.
Calamos Wealth Management's Nucor position peaked at $1.27M in Q1 2017.
1,249 funds tracked by Wall St. Rank held Nucor as of Q4 2023.

Based on Calamos Wealth Management's 13F filing for Q4 2023, filed 31 Jan 2024.