IAM Advisory’s Nucor NUE Stock Holding History

IAM Advisory’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	-4,517	Closed	-$706K	–	102
2023 Q3	$706K	Hold	4,517	–	–	0.25%	54
2023 Q2	$741K	Buy	4,517 +14	+0.3%	+$2.04K	0.25%	52
2023 Q1	$696K	Buy	+4,503	New	+$716K	0.24%	58

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

IAM Advisory's NUE Position: Q4 2023 in Review

IAM Advisory sold out of Nucor (NUE) in Q4 2023, closing a stake of 4,517 shares — an estimated $706K sold.

IAM Advisory first reported a position in NUE in Q1 2023 and held it in 3 quarters. The position peaked at $741K in Q2 2023. 1,249 funds tracked by Wall St. Rank hold NUE as of Q4 2023.

IAM Advisory reported no remaining Nucor position as of Q4 2023 after selling out during the quarter.
IAM Advisory sold 4,517 Nucor shares in Q4 2023, an estimated $706K.
IAM Advisory first reported a position in Nucor in Q1 2023 and held it in 3 quarters.
IAM Advisory's Nucor position peaked at $741K in Q2 2023.
1,249 funds tracked by Wall St. Rank held Nucor as of Q4 2023.

Based on IAM Advisory's 13F filing for Q4 2023, filed 12 Jan 2024.