CFA
NUE icon

Compass Financial Advisors’s Nucor NUE Stock Holding History

Compass Financial Advisors’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
Q2 		– Sell
-3,237
Closed -$500K – 62
2023
Q1 		$500K Buy
3,237
+1
+0% +$159 0.63% 54
2022
Q4 		$427K Buy
3,236
+2
+0.1% +$272 0.57% 59
2022
Q3 		$346K Buy
3,234
+1
+0% +$125 0.51% 69
2022
Q2 		$338K Buy
3,233
+2
+0.1% +$271 0.46% 76
2022
Q1 		$480K Buy
3,231
+214
+7% +$26.3K 0.53% 63
2021
Q4 		$344K Buy
+3,017
New +$330K 0.38% 86

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Compass Financial Advisors's NUE Position: Q2 2023 in Review

Compass Financial Advisors sold out of Nucor (NUE) in Q2 2023, closing a stake of 3,237 shares — an estimated $500K sold.

Compass Financial Advisors first reported a position in NUE in Q4 2021 and held it in 6 quarters. The position peaked at $500K in Q1 2023. 1,182 funds tracked by Wall St. Rank hold NUE as of Q2 2023.

  • Compass Financial Advisors reported no remaining Nucor position as of Q2 2023 after selling out during the quarter.
  • Compass Financial Advisors sold 3,237 Nucor shares in Q2 2023, an estimated $500K.
  • Compass Financial Advisors first reported a position in Nucor in Q4 2021 and held it in 6 quarters.
  • Compass Financial Advisors's Nucor position peaked at $500K in Q1 2023.
  • 1,182 funds tracked by Wall St. Rank held Nucor as of Q2 2023.

Based on Compass Financial Advisors's 13F filing for Q2 2023.