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HBC Financial Services’s Nucor NUE Stock Holding History

HBC Financial Services’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
2023
Q4 		– Sell
-60
Closed -$3K – 188
2023
Q3 		$3K Hold
60
– – ﹤0.01% 145
2023
Q2 		$3K Hold
60
– – ﹤0.01% 139
2023
Q1 		$3K Hold
60
– – ﹤0.01% 152
2022
Q4 		$3K Hold
60
– – ﹤0.01% 135
2022
Q3 		$3K Sell
60
-90
-60% -$11.3K ﹤0.01% 140
2022
Q2 		$16K Hold
150
– – 0.01% 107
2022
Q1 		$23K Sell
150
-265
-64% -$32.5K 0.02% 83
2021
Q4 		$47K Buy
415
+215
+108% +$23.5K 0.03% 65
2021
Q3 		$19K Hold
200
– – 0.01% 98
2021
Q2 		$18K Buy
+200
New +$18.7K 0.01% 111

Other funds holding NUE

Vanguard Group
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 $146B AUM 55.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

HBC Financial Services's NUE Position: Q4 2023 in Review

HBC Financial Services sold out of Nucor (NUE) in Q4 2023, closing a stake of 60 shares — an estimated $3K sold.

HBC Financial Services first reported a position in NUE in Q2 2021 and held it in 10 quarters. The position peaked at $47K in Q4 2021. 1,249 funds tracked by Wall St. Rank hold NUE as of Q4 2023.

  • HBC Financial Services reported no remaining Nucor position as of Q4 2023 after selling out during the quarter.
  • HBC Financial Services sold 60 Nucor shares in Q4 2023, an estimated $3K.
  • HBC Financial Services first reported a position in Nucor in Q2 2021 and held it in 10 quarters.
  • HBC Financial Services's Nucor position peaked at $47K in Q4 2021.
  • 1,249 funds tracked by Wall St. Rank held Nucor as of Q4 2023.

Based on HBC Financial Services's 13F filing for Q4 2023, filed 29 Jan 2024.