Howe & Rusling’s Nucor NUE Stock Holding History

Howe & Rusling’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
2022 Q4	–	Sell	-13	Closed	-$1K	–	791
2022 Q3	$1K	Hold	13	–	–	﹤0.01%	987
2022 Q2	$1K	Buy	13 +3	+30%	+$406	﹤0.01%	976
2022 Q1	$1K	Hold	10	–	–	﹤0.01%	945
2021 Q4	$1K	Sell	10 -10	-50%	-$1.09K	﹤0.01%	945
2021 Q3	$2K	Buy	+20	New	+$2.13K	﹤0.01%	867
2015 Q4	–	Sell	-1,600	Closed	-$60K	–	1046
2015 Q3	$60K	Sell	1,600 -566	-26%	-$24.3K	0.01%	248
2015 Q2	$95K	Buy	2,166 +566	+35%	+$27.2K	0.02%	218
2015 Q1	$76K	Hold	1,600	–	–	0.02%	242
2014 Q4	$78K	Sell	1,600 -1,275	-44%	-$66.3K	0.02%	230
2014 Q3	$156K	Hold	2,875	–	–	0.04%	158
2014 Q2	$142K	Hold	2,875	–	–	0.03%	178
2014 Q1	$145K	Hold	2,875	–	–	0.04%	173
2013 Q4	$153K	Hold	2,875	–	–	0.04%	163
2013 Q3	$140K	Hold	2,875	–	–	0.05%	165
2013 Q2	$125K	Buy	+2,875	New	+$128K	0.03%	196

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Howe & Rusling's NUE Position: Q4 2022 in Review

Howe & Rusling sold out of Nucor (NUE) in Q4 2022, closing a stake of 13 shares — an estimated $1K sold.

Howe & Rusling first reported a position in NUE in Q2 2013 and held it in 15 quarters. The position peaked at $156K in Q3 2014. 1,139 funds tracked by Wall St. Rank hold NUE as of Q4 2022.

Howe & Rusling reported no remaining Nucor position as of Q4 2022 after selling out during the quarter.
Howe & Rusling sold 13 Nucor shares in Q4 2022, an estimated $1K.
Howe & Rusling first reported a position in Nucor in Q2 2013 and held it in 15 quarters.
Howe & Rusling's Nucor position peaked at $156K in Q3 2014.
1,139 funds tracked by Wall St. Rank held Nucor as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.