Carlton Hofferkamp & Jenks Wealth Management’s Nucor NUE Stock Holding History

Carlton Hofferkamp & Jenks 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
2021 Q1	–	Sell	-5,700	Closed	-$319K	–	129
2020 Q4	$319K	Sell	5,700 -300	-5%	-$15.5K	0.16%	98
2020 Q3	$305K	Sell	6,000 -270	-4%	-$12K	0.16%	94
2020 Q2	$271K	Sell	6,270 -825	-12%	-$33.3K	0.15%	90
2020 Q1	$302K	Buy	7,095 +100	+1%	+$4.44K	0.19%	83
2019 Q4	$344K	Sell	6,995 -2,625	-27%	-$143K	0.19%	82
2019 Q3	$483K	Sell	9,620 -984	-9%	-$51.4K	0.3%	71
2019 Q2	$580K	Hold	10,604	–	–	0.35%	62
2019 Q1	$619K	Hold	10,604	–	–	0.39%	60
2018 Q4	$549K	Buy	10,604 +150	+1%	+$8.87K	0.39%	60
2018 Q3	$663K	Hold	10,454	–	–	0.41%	59
2018 Q2	$670K	Hold	10,454	–	–	0.43%	56
2018 Q1	$620K	Sell	10,454 -250	-2%	-$16.6K	0.42%	58
2017 Q4	$680K	Sell	10,704 -100	-0.9%	-$5.85K	0.43%	60
2017 Q3	$605K	Buy	10,804 +250	+2%	+$14.1K	0.39%	63
2017 Q2	$610K	Buy	+10,554	New	+$619K	0.41%	60

Other funds holding NUE

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Carlton Hofferkamp & Jenks Wealth Management's NUE Position: Q1 2021 in Review

Carlton Hofferkamp & Jenks Wealth Management sold out of Nucor (NUE) in Q1 2021, closing a stake of 5,700 shares — an estimated $319K sold.

Carlton Hofferkamp & Jenks Wealth Management first reported a position in NUE in Q2 2017 and held it in 15 quarters. The position peaked at $680K in Q4 2017. 850 funds tracked by Wall St. Rank hold NUE as of Q1 2021.

Carlton Hofferkamp & Jenks Wealth Management reported no remaining Nucor position as of Q1 2021 after selling out during the quarter.
Carlton Hofferkamp & Jenks Wealth Management sold 5,700 Nucor shares in Q1 2021, an estimated $319K.
Carlton Hofferkamp & Jenks Wealth Management first reported a position in Nucor in Q2 2017 and held it in 15 quarters.
Carlton Hofferkamp & Jenks Wealth Management's Nucor position peaked at $680K in Q4 2017.
850 funds tracked by Wall St. Rank held Nucor as of Q1 2021.

Based on Carlton Hofferkamp & Jenks Wealth Management's 13F filing for Q1 2021, filed 28 Apr 2021.