CF
NUE icon

Copperwynd Financial’s Nucor NUE Stock Holding History

Copperwynd Financial’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
Q4 		– Sell
-1,594
Closed -$240K – 147
2024
Q3 		$240K Buy
1,594
+20
+1% +$3.01K 0.07% 134
2024
Q2 		$256K Buy
1,574
+295
+23% +$51.3K 0.08% 124
2024
Q1 		$253K Sell
1,279
-240
-16% -$43.9K 0.09% 117
2023
Q4 		$264K Buy
1,519
+88
+6% +$14K 0.11% 121
2023
Q3 		$224K Sell
1,431
-4
-0.3% -$662 0.11% 118
2023
Q2 		$235K Sell
1,435
-127
-8% -$18.5K 0.11% 121
2023
Q1 		$241K Sell
1,562
-47
-3% -$7.48K 0.12% 119
2022
Q4 		$212K Buy
+1,609
New +$219K 0.12% 123

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 $146B AUM 55.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Copperwynd Financial's NUE Position: Q4 2024 in Review

Copperwynd Financial sold out of Nucor (NUE) in Q4 2024, closing a stake of 1,594 shares — an estimated $240K sold.

Copperwynd Financial first reported a position in NUE in Q4 2022 and held it in 8 quarters. The position peaked at $264K in Q4 2023. 1,179 funds tracked by Wall St. Rank hold NUE as of Q4 2024.

  • Copperwynd Financial reported no remaining Nucor position as of Q4 2024 after selling out during the quarter.
  • Copperwynd Financial sold 1,594 Nucor shares in Q4 2024, an estimated $240K.
  • Copperwynd Financial first reported a position in Nucor in Q4 2022 and held it in 8 quarters.
  • Copperwynd Financial's Nucor position peaked at $264K in Q4 2023.
  • 1,179 funds tracked by Wall St. Rank held Nucor as of Q4 2024.

Based on Copperwynd Financial's 13F filing for Q4 2024, filed 10 Feb 2025.