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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
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 $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return