K2 Principal Fund’s Nucor NUE Stock Holding History

K2 Principal Fund’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	–	Sell	-2,343	Closed	-$384K	–	257
2023 Q2	$384K	Buy	+2,343	New	+$342K	0.09%	129
2022 Q3	–	Sell	-5,000	Closed	-$522K	–	324
2022 Q2	$522K	Buy	+5,000	New	+$677K	0.06%	191

Other funds holding NUE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

K2 Principal Fund's NUE Position: Q3 2023 in Review

K2 Principal Fund sold out of Nucor (NUE) in Q3 2023, closing a stake of 2,343 shares — an estimated $384K sold.

K2 Principal Fund first reported a position in NUE in Q2 2022 and held it in 2 quarters. The position peaked at $522K in Q2 2022. 1,161 funds tracked by Wall St. Rank hold NUE as of Q3 2023.

K2 Principal Fund reported no remaining Nucor position as of Q3 2023 after selling out during the quarter.
K2 Principal Fund sold 2,343 Nucor shares in Q3 2023, an estimated $384K.
K2 Principal Fund first reported a position in Nucor in Q2 2022 and held it in 2 quarters.
K2 Principal Fund's Nucor position peaked at $522K in Q2 2022.
1,161 funds tracked by Wall St. Rank held Nucor as of Q3 2023.

Based on K2 Principal Fund's 13F filing for Q3 2023, filed 13 Nov 2023.