Evolution Wealth Advisors’s Nucor NUE Stock Holding History

Evolution Wealth 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
2021 Q4	–	Sell	-54	Closed	-$5K	–	474
2021 Q3	$5K	Hold	54	–	–	﹤0.01%	519
2021 Q2	$5K	Hold	54	–	–	﹤0.01%	523
2021 Q1	$4K	Hold	54	–	–	﹤0.01%	570
2020 Q4	$3K	Hold	54	–	–	﹤0.01%	531
2020 Q3	$2K	Buy	+54	New	+$2.39K	﹤0.01%	555
2020 Q1	–	Sell	-56	Closed	-$3K	–	544
2019 Q4	$3K	Buy	56 +3	+6%	+$164	﹤0.01%	523
2019 Q3	$3K	Buy	+53	New	+$2.77K	﹤0.01%	373

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

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

Evolution Wealth Advisors's NUE Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Nucor (NUE) in Q4 2021, closing a stake of 54 shares — an estimated $5K sold.

Evolution Wealth Advisors first reported a position in NUE in Q3 2019 and held it in 7 quarters. The position peaked at $5K in Q3 2021. 1,053 funds tracked by Wall St. Rank hold NUE as of Q4 2021.

Evolution Wealth Advisors reported no remaining Nucor position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 54 Nucor shares in Q4 2021, an estimated $5K.
Evolution Wealth Advisors first reported a position in Nucor in Q3 2019 and held it in 7 quarters.
Evolution Wealth Advisors's Nucor position peaked at $5K in Q3 2021.
1,053 funds tracked by Wall St. Rank held Nucor as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.