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JGP Wealth Management’s Nucor NUE Stock Holding History

JGP 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
2022
Q4 		– Sell
-10,868
Closed -$1.25M – 153
2022
Q3 		$1.25M Buy
10,868
+216
+2% +$27.1K 0.26% 69
2022
Q2 		$1.13M Buy
10,652
+147
+1% +$19.9K 0.23% 70
2022
Q1 		$1.58M Sell
10,505
-536
-5% -$65.8K 0.29% 62
2021
Q4 		$1.35M Buy
11,041
+286
+3% +$31.3K 0.25% 67
2021
Q3 		$1.06M Sell
10,755
-50
-0.5% -$5.32K 0.23% 73
2021
Q2 		$1.04M Sell
10,805
-1,318
-11% -$123K 0.22% 75
2021
Q1 		$973K Buy
12,123
+12
+0.1% +$727 0.22% 73
2020
Q4 		$630K Buy
12,111
+145
+1% +$7.49K 0.15% 84
2020
Q3 		$582K Sell
11,966
-69
-0.6% -$3.06K 0.15% 81
2020
Q2 		$477K Sell
12,035
-162
-1% -$6.55K 0.14% 83
2020
Q1 		$476K Buy
12,197
+153
+1% +$6.79K 0.17% 90
2019
Q4 		$650K Sell
12,044
-401
-3% -$21.9K 0.19% 84
2019
Q3 		$614K Sell
12,445
-117
-0.9% -$6.11K 0.21% 83
2019
Q2 		$692K Sell
12,562
-3
-0% -$165 0.25% 83
2019
Q1 		$733K Sell
12,565
-525
-4% -$30.8K 0.28% 80
2018
Q4 		$678K Sell
13,090
-66
-0.5% -$3.9K 0.28% 80
2018
Q3 		$831K Sell
13,156
-11
-0.1% -$704 0.33% 79
2018
Q2 		$823K Buy
+13,167
New +$840K 0.34% 80

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

JGP Wealth Management's NUE Position: Q4 2022 in Review

JGP Wealth Management sold out of Nucor (NUE) in Q4 2022, closing a stake of 10,868 shares — an estimated $1.25M sold.

JGP Wealth Management first reported a position in NUE in Q2 2018 and held it in 18 quarters. The position peaked at $1.58M in Q1 2022. 1,139 funds tracked by Wall St. Rank hold NUE as of Q4 2022.

  • JGP Wealth Management reported no remaining Nucor position as of Q4 2022 after selling out during the quarter.
  • JGP Wealth Management sold 10,868 Nucor shares in Q4 2022, an estimated $1.25M.
  • JGP Wealth Management first reported a position in Nucor in Q2 2018 and held it in 18 quarters.
  • JGP Wealth Management's Nucor position peaked at $1.58M in Q1 2022.
  • 1,139 funds tracked by Wall St. Rank held Nucor as of Q4 2022.

Based on JGP Wealth Management's 13F filing for Q4 2022, filed 10 Feb 2023.