First Foundation Advisors’s Nucor NUE Stock Holding History

First Foundation 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 Q3	–	Sell	-678	Closed	-$107K	–	417
2024 Q2	$107K	Sell	678 -221	-25%	-$38.4K	﹤0.01%	362
2024 Q1	$178K	Hold	899	–	–	0.01%	341
2023 Q4	$156K	Sell	899 -650	-42%	-$103K	0.01%	356
2023 Q3	$242K	Sell	1,549 -26	-2%	-$4.3K	0.01%	361
2023 Q2	$258K	Buy	+1,575	New	+$230K	0.01%	343
2016 Q1	–	Sell	-14,000	Closed	-$564K	–	322
2015 Q4	$564K	Hold	14,000	–	–	0.04%	169
2015 Q3	$526K	Hold	14,000	–	–	0.04%	143
2015 Q2	$617K	Sell	14,000 -811	-5%	-$38.9K	0.05%	136
2015 Q1	$704K	Buy	14,811 +503	+4%	+$23.5K	0.06%	124
2014 Q4	$702K	Buy	14,308 +279	+2%	+$14.5K	0.06%	121
2014 Q3	$761K	Sell	14,029 -250	-2%	-$13.2K	0.08%	106
2014 Q2	$703K	Hold	14,279	–	–	0.08%	97
2014 Q1	$722K	Hold	14,279	–	–	0.09%	78
2013 Q4	$762K	Hold	14,279	–	–	0.1%	70
2013 Q3	$700K	Hold	14,279	–	–	0.11%	72
2013 Q2	$619K	Buy	+14,279	New	+$633K	0.12%	66

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return