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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
-5,000
Closed -$820K – 256
2023
Q2 		$820K Buy
+5,000
New +$730K 0.19% 96
2022
Q2 		– Sell
-10,000
Closed -$1.49M – 378
2022
Q1 		$1.49M Buy
10,000
+2,500
+33% +$307K 0.13% 121
2021
Q4 		$856K Buy
+7,500
New +$820K 0.06% 189

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 $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
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

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.