Financial Gravity Asset Management’s Nucor NUE Stock Holding History

Financial Gravity Asset 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
2023 Q3	–	Sell	-164	Closed	-$804	–	1593
2023 Q2	$804	Buy	164 +10	+6%	+$1.46K	﹤0.01%	868
2023 Q1	$1	Buy	+154	New	+$24.5K	﹤0.01%	1068
2022 Q1	–	Sell	-2,964	Closed	-$16.6K	–	980
2021 Q4	$16.6K	Buy	2,964 +2,816	+1,903%	+$308K	0.37%	52
2021 Q3	$98K	Hold	148	–	–	0.05%	359
2021 Q2	$96K	Sell	148 -14	-9%	-$1.31K	0.03%	358
2021 Q1	$13K	Buy	162 +112	+224%	+$6.79K	0.27%	44
2020 Q4	$3K	Buy	+50	New	+$2.58K	﹤0.01%	278
2020 Q2	–	Sell	-70	Closed	-$92	–	600
2020 Q1	$92	Sell	70 -23	-25%	-$1.02K	﹤0.01%	898
2019 Q4	$61K	Sell	93 -51	-35%	-$2.78K	0.04%	540
2019 Q3	$7K	Sell	144 -107	-43%	-$5.59K	0.01%	657
2019 Q2	$14K	Buy	251 +47	+23%	+$2.58K	0.01%	531
2019 Q1	$12K	Buy	+204	New	+$12K	0.01%	525
2018 Q3	$179K	Sell	3,151 -1,393	-31%	-$89.2K	0.19%	137
2018 Q2	$288K	Buy	4,544 +1,299	+40%	+$82.9K	0.27%	65
2018 Q1	$198K	Buy	+3,245	New	+$215K	0.2%	93

Other funds holding NUE

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 $127B AUM 32.55% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return