CWM
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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
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 $5.7T 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return