Kalos Management’s Nucor NUE Stock Holding History

Kalos 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
2023 Q2	–	Sell	-245	Closed	-$37.8K	–	289
2023 Q1	$37.8K	Buy	+245	New	+$39K	0.08%	106
2022 Q1	–	Sell	-3,323	Closed	-$380K	–	267
2021 Q4	$380K	Buy	3,323 +158	+5%	+$17.3K	0.1%	189
2021 Q3	$362K	Buy	3,165 +271	+9%	+$28.8K	0.1%	187
2021 Q2	$312K	Buy	+2,894	New	+$271K	0.13%	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 $146B AUM 55.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Kalos Management's NUE Position: Q2 2023 in Review

Kalos Management sold out of Nucor (NUE) in Q2 2023, closing a stake of 245 shares — an estimated $37.8K sold.

Kalos Management first reported a position in NUE in Q2 2021 and held it in 4 quarters. The position peaked at $380K in Q4 2021. 1,180 funds tracked by Wall St. Rank hold NUE as of Q2 2023.

Kalos Management reported no remaining Nucor position as of Q2 2023 after selling out during the quarter.
Kalos Management sold 245 Nucor shares in Q2 2023, an estimated $37.8K.
Kalos Management first reported a position in Nucor in Q2 2021 and held it in 4 quarters.
Kalos Management's Nucor position peaked at $380K in Q4 2021.
1,180 funds tracked by Wall St. Rank held Nucor as of Q2 2023.

Based on Kalos Management's 13F filing for Q2 2023, filed 9 Aug 2023.