Great Diamond Partners’s Nucor NUE Stock Holding History

Great Diamond Partners’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	-12,238	Closed	-$1.93M	–	213
2024 Q2	$1.93M	Sell	12,238 -15	-0.1%	-$2.61K	0.45%	58
2024 Q1	$2.42M	Buy	12,253 +7,224	+144%	+$1.32M	0.56%	55
2023 Q4	$875K	Sell	5,029 -5,190	-51%	-$823K	0.22%	97
2023 Q3	$1.6M	Sell	10,219 -253	-2%	-$41.9K	0.43%	60
2023 Q2	$1.72M	Buy	10,472 +665	+7%	+$97.1K	0.45%	60
2023 Q1	$1.51M	Buy	9,807 +6,416	+189%	+$1.02M	0.44%	58
2022 Q4	$447K	Sell	3,391 -163	-5%	-$22.2K	0.14%	129
2022 Q3	$380K	Buy	3,554 +516	+17%	+$64.7K	0.13%	137
2022 Q2	$317K	Buy	+3,038	New	+$411K	0.11%	158
2022 Q1	–	Sell	-4,042	Closed	-$461K	–	228
2021 Q4	$461K	Buy	4,042 +1,799	+80%	+$197K	0.12%	137
2021 Q3	$220K	Buy	+2,243	New	+$238K	0.06%	194
2020 Q1	–	Sell	-200	Closed	-$11K	–	443
2019 Q4	$11K	Buy	+200	New	+$10.9K	﹤0.01%	552

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

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

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 $35.6B AUM 18.19% 1-Year Est. Return

Great Diamond Partners's NUE Position: Q3 2024 in Review

Great Diamond Partners sold out of Nucor (NUE) in Q3 2024, closing a stake of 12,238 shares — an estimated $1.93M sold.

Great Diamond Partners first reported a position in NUE in Q4 2019 and held it in 12 quarters. The position peaked at $2.42M in Q1 2024. 1,195 funds tracked by Wall St. Rank hold NUE as of Q3 2024.

Great Diamond Partners reported no remaining Nucor position as of Q3 2024 after selling out during the quarter.
Great Diamond Partners sold 12,238 Nucor shares in Q3 2024, an estimated $1.93M.
Great Diamond Partners first reported a position in Nucor in Q4 2019 and held it in 12 quarters.
Great Diamond Partners's Nucor position peaked at $2.42M in Q1 2024.
1,195 funds tracked by Wall St. Rank held Nucor as of Q3 2024.

Based on Great Diamond Partners's 13F filing for Q3 2024, filed 25 Oct 2024.