Homrich & Berg’s Nucor NUE Stock Holding History

Homrich & Berg’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 Q3	$260K	Buy	2,644 +467	+21%	+$49.6K	0.01%	384
2021 Q2	$209K	Buy	+2,177	New	+$204K	﹤0.01%	455
2018 Q2	–	Sell	-4,972	Closed	-$304K	–	342
2018 Q1	$304K	Buy	+4,972	New	+$329K	0.02%	260
2017 Q4	–	Sell	-3,873	Closed	-$217K	–	359
2017 Q3	$217K	Buy	3,873 +3	+0.1%	+$170	0.02%	297
2017 Q2	$224K	Buy	+3,870	New	+$227K	0.02%	264

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Homrich & Berg's NUE Position: Q3 2021 in Review

Homrich & Berg increased its Nucor (NUE) stake by 21% in Q3 2021, buying an estimated $49.6K and bringing the position to 2,644 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #384.

Homrich & Berg first reported a position in NUE in Q2 2017 and has held it in 5 quarters since. The position peaked at $304K in Q1 2018. 957 funds tracked by Wall St. Rank hold NUE as of Q3 2021.

Homrich & Berg held 2,644 shares of Nucor worth $260K as of Q3 2021.
Homrich & Berg bought 467 Nucor shares in Q3 2021, an estimated $49.6K.
Nucor made up 0.01% of Homrich & Berg's portfolio in Q3 2021, its #384 holding.
Homrich & Berg first reported a position in Nucor in Q2 2017 and has held it in 5 quarters since.
Homrich & Berg's Nucor position peaked at $304K in Q1 2018.
957 funds tracked by Wall St. Rank held Nucor as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.