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Edmonds Duncan Registered Investment Advisors’s Nucor NUE Stock Holding History

Edmonds Duncan Registered Investment 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
2024
Q1 		– Sell
-1,521
Closed -$265K – 146
2023
Q4 		$265K Sell
1,521
-61
-4% -$9.67K 0.07% 107
2023
Q3 		$247K Sell
1,582
-164
-9% -$27.1K 0.07% 110
2023
Q2 		$286K Sell
1,746
-122
-7% -$17.8K 0.09% 100
2023
Q1 		$289K Sell
1,868
-54
-3% -$8.59K 0.09% 102
2022
Q4 		$253K Hold
1,922
– – 0.08% 108
2022
Q3 		$206K Sell
1,922
-210
-10% -$26.4K 0.07% 112
2022
Q2 		$223K Hold
2,132
– – 0.08% 108
2022
Q1 		$317K Buy
+2,132
New +$262K 0.09% 102

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Edmonds Duncan Registered Investment Advisors's NUE Position: Q1 2024 in Review

Edmonds Duncan Registered Investment Advisors sold out of Nucor (NUE) in Q1 2024, closing a stake of 1,521 shares — an estimated $265K sold.

Edmonds Duncan Registered Investment Advisors first reported a position in NUE in Q1 2022 and held it in 8 quarters. The position peaked at $317K in Q1 2022. 1,295 funds tracked by Wall St. Rank hold NUE as of Q1 2024.

  • Edmonds Duncan Registered Investment Advisors reported no remaining Nucor position as of Q1 2024 after selling out during the quarter.
  • Edmonds Duncan Registered Investment Advisors sold 1,521 Nucor shares in Q1 2024, an estimated $265K.
  • Edmonds Duncan Registered Investment Advisors first reported a position in Nucor in Q1 2022 and held it in 8 quarters.
  • Edmonds Duncan Registered Investment Advisors's Nucor position peaked at $317K in Q1 2022.
  • 1,295 funds tracked by Wall St. Rank held Nucor as of Q1 2024.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q1 2024, filed 18 Apr 2024.