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Kaizen Advisory’s Nucor NUE Stock Holding History

Kaizen Advisory’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
2018
Q4 		$43K Buy
835
+42
+5% +$2.48K 0.03% 351
2018
Q3 		$50K Hold
793
– – 0.03% 336
2018
Q2 		$50K Buy
793
+488
+160% +$31.1K 0.03% 333
2018
Q1 		$19K Hold
305
– – 0.02% 344
2017
Q4 		$19K Buy
+305
New +$17.8K 0.01% 341

Other funds holding NUE

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kaizen Advisory's NUE Position: Q4 2018 in Review

Kaizen Advisory increased its Nucor (NUE) stake by 5.3% in Q4 2018, buying an estimated $2.48K and bringing the position to 835 shares worth $43K. The position accounts for 0.03% of the portfolio, ranked #351.

Kaizen Advisory first reported a position in NUE in Q4 2017 and has held it in 5 quarters since. The position peaked at $50K in Q3 2018. 798 funds tracked by Wall St. Rank hold NUE as of Q4 2018.

  • Kaizen Advisory held 835 shares of Nucor worth $43K as of Q4 2018.
  • Kaizen Advisory bought 42 Nucor shares in Q4 2018, an estimated $2.48K.
  • Nucor made up 0.03% of Kaizen Advisory's portfolio in Q4 2018, its #351 holding.
  • Kaizen Advisory first reported a position in Nucor in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's Nucor position peaked at $50K in Q3 2018.
  • 798 funds tracked by Wall St. Rank held Nucor as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.