Hennion & Walsh Asset Management’s Nucor NUE Stock Holding History

Hennion & Walsh Asset Management’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 Q3	–	Sell	-1,875	Closed	-$307K	–	832
2023 Q2	$307K	Sell	1,875 -121	-6%	-$17.7K	0.02%	642
2023 Q1	$308K	Sell	1,996 -36	-2%	-$5.73K	0.02%	636
2022 Q4	$268K	Sell	2,032 -4,203	-67%	-$571K	0.02%	665
2022 Q3	$667K	Sell	6,235 -98	-2%	-$12.3K	0.04%	421
2022 Q2	$661K	Buy	6,333 +216	+4%	+$29.2K	0.04%	427
2022 Q1	$909K	Sell	6,117 -33	-0.5%	-$4.05K	0.05%	365
2021 Q4	$702K	Buy	6,150 +714	+13%	+$78.1K	0.03%	449
2021 Q3	$535K	Buy	5,436 +313	+6%	+$33.3K	0.03%	507
2021 Q2	$491K	Buy	5,123 +1,066	+26%	+$99.7K	0.03%	526
2021 Q1	$326K	Buy	+4,057	New	+$246K	0.02%	573

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

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

Hennion & Walsh Asset Management's NUE Position: Q3 2023 in Review

Hennion & Walsh Asset Management sold out of Nucor (NUE) in Q3 2023, closing a stake of 1,875 shares — an estimated $307K sold.

Hennion & Walsh Asset Management first reported a position in NUE in Q1 2021 and held it in 10 quarters. The position peaked at $909K in Q1 2022. 1,161 funds tracked by Wall St. Rank hold NUE as of Q3 2023.

Hennion & Walsh Asset Management reported no remaining Nucor position as of Q3 2023 after selling out during the quarter.
Hennion & Walsh Asset Management sold 1,875 Nucor shares in Q3 2023, an estimated $307K.
Hennion & Walsh Asset Management first reported a position in Nucor in Q1 2021 and held it in 10 quarters.
Hennion & Walsh Asset Management's Nucor position peaked at $909K in Q1 2022.
1,161 funds tracked by Wall St. Rank held Nucor as of Q3 2023.

Based on Hennion & Walsh Asset Management's 13F filing for Q3 2023, filed 27 Oct 2023.