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 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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

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

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

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return