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Jamison Private Wealth Management’s Nucor NUE Stock Holding History

Jamison Private Wealth 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
2024
Q2 		– Sell
-37
Closed -$7.27K – 503
2024
Q1 		$7.27K Buy
37
+5
+16% +$914 ﹤0.01% 343
2023
Q4 		$5.5K Hold
32
– – ﹤0.01% 337
2023
Q3 		$4.93K Buy
+32
New +$5.3K ﹤0.01% 325

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Jamison Private Wealth Management's NUE Position: Q2 2024 in Review

Jamison Private Wealth Management sold out of Nucor (NUE) in Q2 2024, closing a stake of 37 shares — an estimated $7.27K sold.

Jamison Private Wealth Management first reported a position in NUE in Q3 2023 and held it in 3 quarters. The position peaked at $7.27K in Q1 2024. 1,232 funds tracked by Wall St. Rank hold NUE as of Q2 2024.

  • Jamison Private Wealth Management reported no remaining Nucor position as of Q2 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 37 Nucor shares in Q2 2024, an estimated $7.27K.
  • Jamison Private Wealth Management first reported a position in Nucor in Q3 2023 and held it in 3 quarters.
  • Jamison Private Wealth Management's Nucor position peaked at $7.27K in Q1 2024.
  • 1,232 funds tracked by Wall St. Rank held Nucor as of Q2 2024.

Based on Jamison Private Wealth Management's 13F filing for Q2 2024, filed 11 Jul 2024.