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Excalibur Management’s Nucor NUE Stock Holding History

Excalibur Management’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
2015
Q3 		– Sell
-6,640
Closed -$293K – 70
2015
Q2 		$293K Buy
6,640
+138
+2% +$6.62K 0.27% 47
2015
Q1 		$309K Hold
6,502
– – 0.3% 44
2014
Q4 		$319K Sell
6,502
-1,000
-13% -$52K 0.32% 44
2014
Q3 		$407K Hold
7,502
– – 0.42% 39
2014
Q2 		$369K Hold
7,502
– – 0.39% 41
2014
Q1 		$379K Hold
7,502
– – 0.42% 39
2013
Q4 		$400K Hold
7,502
– – 0.44% 36
2013
Q3 		$368K Hold
7,502
– – 0.43% 38
2013
Q2 		$325K Buy
+7,502
New +$333K 0.4% 41

Other funds holding NUE

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Excalibur Management's NUE Position: Q3 2015 in Review

Excalibur Management sold out of Nucor (NUE) in Q3 2015, closing a stake of 6,640 shares — an estimated $293K sold.

Excalibur Management first reported a position in NUE in Q2 2013 and held it in 9 quarters. The position peaked at $407K in Q3 2014. 601 funds tracked by Wall St. Rank hold NUE as of Q3 2015.

  • Excalibur Management reported no remaining Nucor position as of Q3 2015 after selling out during the quarter.
  • Excalibur Management sold 6,640 Nucor shares in Q3 2015, an estimated $293K.
  • Excalibur Management first reported a position in Nucor in Q2 2013 and held it in 9 quarters.
  • Excalibur Management's Nucor position peaked at $407K in Q3 2014.
  • 601 funds tracked by Wall St. Rank held Nucor as of Q3 2015.

Based on Excalibur Management's 13F filing for Q3 2015, filed 23 Oct 2015.