INVST’s Nucor NUE Stock Holding History

INVST’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
2024 Q4	–	Sell	-1,554	Closed	-$234K	–	260
2024 Q3	$234K	Sell	1,554 -21	-1%	-$3.16K	0.03%	225
2024 Q2	$247K	Sell	1,575 -11	-0.7%	-$1.91K	0.03%	231
2024 Q1	$317K	Sell	1,586 -4,109	-72%	-$751K	0.04%	190
2023 Q4	$1.03M	Sell	5,695 -145	-2%	-$23K	0.13%	97
2023 Q3	$913K	Buy	5,840 +135	+2%	+$22.3K	0.13%	98
2023 Q2	$936K	Buy	5,705 +85	+2%	+$12.4K	0.14%	87
2023 Q1	$833K	Buy	5,620 +343	+6%	+$54.6K	0.13%	94
2022 Q4	$892K	Buy	5,277 +173	+3%	+$23.5K	0.14%	86
2022 Q3	$603K	Buy	5,104 +264	+5%	+$33.1K	0.1%	109
2022 Q2	$685K	Buy	+4,840	New	+$655K	0.11%	111

Other funds holding NUE

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 New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors

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

Norges Bank Oslo, Norway $935B AUM

Koshinski Asset Management

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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