Convergence Investment Partners’s Nucor NUE Stock Holding History

Convergence Investment Partners’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 Q1	–	Sell	-1,721	Closed	-$227K	–	224
2022 Q4	$227K	Sell	1,721 -177	-9%	-$24.1K	0.13%	159
2022 Q3	$203K	Buy	1,898 +59	+3%	+$7.4K	0.13%	155
2022 Q2	$192K	Buy	1,839 +393	+27%	+$53.2K	0.12%	168
2022 Q1	$215K	Sell	1,446 -128	-8%	-$15.7K	0.11%	180
2021 Q4	$180K	Sell	1,574 -200	-11%	-$21.9K	0.09%	195
2021 Q3	$175K	Buy	+1,774	New	+$189K	0.09%	201
2021 Q1	–	Sell	-2,743	Closed	-$146K	–	266
2020 Q4	$146K	Sell	2,743 -10,631	-79%	-$549K	0.07%	210
2020 Q3	$600K	Buy	+13,374	New	+$592K	0.21%	172
2018 Q2	–	Sell	-1,046	Closed	-$64K	–	699
2018 Q1	$64K	Buy	+1,046	New	+$69.3K	0.01%	405
2016 Q2	–	Sell	-25,731	Closed	-$1.22M	–	360
2016 Q1	$1.22M	Buy	25,731 +43	+0.2%	+$1.75K	0.14%	234
2015 Q4	$1.03M	Sell	25,688 -246	-0.9%	-$10.1K	0.12%	252
2015 Q3	$974K	Buy	25,934 +150	+0.6%	+$6.43K	0.11%	263
2015 Q2	$1.14M	Buy	+25,784	New	+$1.24M	0.11%	259

Other funds holding NUE

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 New York $5.7T AUM 30.48% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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