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 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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

First Foundation Advisors's NUE Position: Q3 2024 in Review

First Foundation Advisors sold out of Nucor (NUE) in Q3 2024, closing a stake of 678 shares — an estimated $107K sold.

First Foundation Advisors first reported a position in NUE in Q2 2013 and held it in 16 quarters. The position peaked at $762K in Q4 2013. 1,196 funds tracked by Wall St. Rank hold NUE as of Q3 2024.

First Foundation Advisors reported no remaining Nucor position as of Q3 2024 after selling out during the quarter.
First Foundation Advisors sold 678 Nucor shares in Q3 2024, an estimated $107K.
First Foundation Advisors first reported a position in Nucor in Q2 2013 and held it in 16 quarters.
First Foundation Advisors's Nucor position peaked at $762K in Q4 2013.
1,196 funds tracked by Wall St. Rank held Nucor as of Q3 2024.

Based on First Foundation Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.