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Innovis Asset Management’s Nucor NUE Stock Holding History

Innovis 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 		$372K Buy
2,378
+16
+0.7% +$2.65K 0.14% 81
2023
Q2 		$387K Sell
2,362
-13
-0.5% -$1.9K 0.14% 92
2023
Q1 		$367K Buy
2,375
+120
+5% +$19.1K 0.15% 95
2022
Q4 		$297K Buy
+2,255
New +$306K 0.13% 102

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 $146B AUM 55.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Innovis Asset Management's NUE Position: Q3 2023 in Review

Innovis Asset Management increased its Nucor (NUE) stake by 0.68% in Q3 2023, buying an estimated $2.65K and bringing the position to 2,378 shares worth $372K. The position accounts for 0.14% of the portfolio, ranked #81.

Innovis Asset Management first reported a position in NUE in Q4 2022 and has held it in 4 quarters since. The position peaked at $387K in Q2 2023. 1,161 funds tracked by Wall St. Rank hold NUE as of Q3 2023.

  • Innovis Asset Management held 2,378 shares of Nucor worth $372K as of Q3 2023.
  • Innovis Asset Management bought 16 Nucor shares in Q3 2023, an estimated $2.65K.
  • Nucor made up 0.14% of Innovis Asset Management's portfolio in Q3 2023, its #81 holding.
  • Innovis Asset Management first reported a position in Nucor in Q4 2022 and has held it in 4 quarters since.
  • Innovis Asset Management's Nucor position peaked at $387K in Q2 2023.
  • 1,161 funds tracked by Wall St. Rank held Nucor as of Q3 2023.

Based on Innovis Asset Management's 13F filing for Q3 2023, filed 9 Nov 2023.