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Castle Wealth Management’s Nucor NUE Stock Holding History

Castle 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
2024
Q3 		– Sell
-3,546
Closed -$562K – 125
2024
Q2 		$562K Buy
3,546
+509
+17% +$88.4K 0.27% 72
2024
Q1 		$603K Buy
3,037
+51
+2% +$9.32K 0.32% 74
2023
Q4 		$521K Buy
2,986
+196
+7% +$31.1K 0.31% 74
2023
Q3 		$438K Buy
2,790
+631
+29% +$104K 0.31% 70
2023
Q2 		$355K Buy
2,159
+35
+2% +$5.11K 0.25% 83
2023
Q1 		$329K Sell
2,124
-278
-12% -$44.2K 0.25% 82
2022
Q4 		$318K Buy
2,402
+115
+5% +$15.6K 0.2% 81
2022
Q3 		$246K Buy
2,287
+637
+39% +$79.9K 0.15% 89
2022
Q2 		$173K Buy
+1,650
New +$223K 0.1% 117

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

Castle Wealth Management's NUE Position: Q3 2024 in Review

Castle Wealth Management sold out of Nucor (NUE) in Q3 2024, closing a stake of 3,546 shares — an estimated $562K sold.

Castle Wealth Management first reported a position in NUE in Q2 2022 and held it in 9 quarters. The position peaked at $603K in Q1 2024. 1,195 funds tracked by Wall St. Rank hold NUE as of Q3 2024.

  • Castle Wealth Management reported no remaining Nucor position as of Q3 2024 after selling out during the quarter.
  • Castle Wealth Management sold 3,546 Nucor shares in Q3 2024, an estimated $562K.
  • Castle Wealth Management first reported a position in Nucor in Q2 2022 and held it in 9 quarters.
  • Castle Wealth Management's Nucor position peaked at $603K in Q1 2024.
  • 1,195 funds tracked by Wall St. Rank held Nucor as of Q3 2024.

Based on Castle Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.