Halpern Financial’s Nucor NUE Stock Holding History

Halpern Financial’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 Q4	–	Sell	-299	Closed	-$29.4K	–	278
2021 Q3	$29.4K	Buy	+299	New	+$31.8K	0.01%	95

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

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

Halpern Financial's NUE Position: Q4 2021 in Review

Halpern Financial sold out of Nucor (NUE) in Q4 2021, closing a stake of 299 shares — an estimated $29.4K sold.

Halpern Financial first reported a position in NUE in Q3 2021 and held it in 1 quarter. The position peaked at $29.4K in Q3 2021. 1,053 funds tracked by Wall St. Rank hold NUE as of Q4 2021.

Halpern Financial reported no remaining Nucor position as of Q4 2021 after selling out during the quarter.
Halpern Financial sold 299 Nucor shares in Q4 2021, an estimated $29.4K.
Halpern Financial first reported a position in Nucor in Q3 2021 and held it in 1 quarter.
Halpern Financial's Nucor position peaked at $29.4K in Q3 2021.
1,053 funds tracked by Wall St. Rank held Nucor as of Q4 2021.

Based on Halpern Financial's 13F filing for Q4 2021, filed 21 Sep 2023.