Dubuque Bank & Trust’s Nucor NUE Stock Holding History

Dubuque Bank & Trust’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	-2,535	Closed	-$392K	–	243
2023 Q1	$392K	Sell	2,535 -22	-0.9%	-$3.5K	0.05%	149
2022 Q4	$337K	Sell	2,557 -43	-2%	-$5.84K	0.04%	157
2022 Q3	$278K	Buy	2,600 +102	+4%	+$12.8K	0.04%	165
2022 Q2	$261K	Sell	2,498 -7	-0.3%	-$947	0.03%	174
2022 Q1	$372K	Sell	2,505 -8	-0.3%	-$982	0.04%	161
2021 Q4	$287K	Hold	2,513	–	–	0.03%	205
2021 Q3	$248K	Sell	2,513 -220	-8%	-$23.4K	0.03%	228
2021 Q2	$262K	Sell	2,733 -40	-1%	-$3.74K	0.03%	226
2021 Q1	$223K	Buy	+2,773	New	+$168K	0.03%	243
2019 Q2	–	Sell	-391	Closed	-$23K	–	466
2019 Q1	$23K	Hold	391	–	–	﹤0.01%	362
2018 Q4	$20K	Hold	391	–	–	﹤0.01%	358
2018 Q3	$25K	Sell	391 -29	-7%	-$1.86K	﹤0.01%	341
2018 Q2	$26K	Hold	420	–	–	﹤0.01%	380
2018 Q1	$26K	Buy	+420	New	+$27.8K	﹤0.01%	410

Other funds holding NUE

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Dubuque Bank & Trust's NUE Position: Q2 2023 in Review

Dubuque Bank & Trust sold out of Nucor (NUE) in Q2 2023, closing a stake of 2,535 shares — an estimated $392K sold.

Dubuque Bank & Trust first reported a position in NUE in Q1 2018 and held it in 14 quarters. The position peaked at $392K in Q1 2023. 1,180 funds tracked by Wall St. Rank hold NUE as of Q2 2023.

Dubuque Bank & Trust reported no remaining Nucor position as of Q2 2023 after selling out during the quarter.
Dubuque Bank & Trust sold 2,535 Nucor shares in Q2 2023, an estimated $392K.
Dubuque Bank & Trust first reported a position in Nucor in Q1 2018 and held it in 14 quarters.
Dubuque Bank & Trust's Nucor position peaked at $392K in Q1 2023.
1,180 funds tracked by Wall St. Rank held Nucor as of Q2 2023.

Based on Dubuque Bank & Trust's 13F filing for Q2 2023, filed 17 Jul 2023.