Fortis Advisors’s Nucor NUE Stock Holding History

Fortis 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 Q1	–	Sell	-1,054	Closed	-$56K	–	250
2020 Q4	$56K	Hold	1,054	–	–	0.05%	109
2020 Q3	$47K	Sell	1,054 -65	-6%	-$2.88K	0.04%	109
2020 Q2	$46K	Sell	1,119 -2,851	-72%	-$115K	0.05%	122
2020 Q1	$143K	Sell	3,970 -162	-4%	-$7.19K	0.1%	114
2019 Q4	$233K	Hold	4,132	–	–	0.14%	101
2019 Q3	$210K	Sell	4,132 -1,016	-20%	-$53K	0.1%	124
2019 Q2	$284K	Buy	5,148 +950	+23%	+$52.2K	0.14%	76
2019 Q1	$245K	Buy	4,198 +875	+26%	+$51.3K	0.13%	80
2018 Q4	$172K	Buy	+3,323	New	+$196K	0.1%	111
2018 Q2	–	Sell	-332	Closed	-$20K	–	324
2018 Q1	$20K	Buy	+332	New	+$22K	0.01%	213

Other funds holding NUE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

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

Fortis Advisors's NUE Position: Q1 2021 in Review

Fortis Advisors sold out of Nucor (NUE) in Q1 2021, closing a stake of 1,054 shares — an estimated $56K sold.

Fortis Advisors first reported a position in NUE in Q1 2018 and held it in 10 quarters. The position peaked at $284K in Q2 2019. 849 funds tracked by Wall St. Rank hold NUE as of Q1 2021.

Fortis Advisors reported no remaining Nucor position as of Q1 2021 after selling out during the quarter.
Fortis Advisors sold 1,054 Nucor shares in Q1 2021, an estimated $56K.
Fortis Advisors first reported a position in Nucor in Q1 2018 and held it in 10 quarters.
Fortis Advisors's Nucor position peaked at $284K in Q2 2019.
849 funds tracked by Wall St. Rank held Nucor as of Q1 2021.

Based on Fortis Advisors's 13F filing for Q1 2021, filed 13 May 2021.