Karpus Investment Management’s Nucor NUE Stock Holding History

Karpus Investment 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
2021 Q2	–	Sell	-4,168	Closed	-$335K	–	320
2021 Q1	$335K	Buy	+4,168	New	+$253K	0.01%	263
2019 Q3	–	Sell	-4,168	Closed	-$230K	–	199
2019 Q2	$230K	Hold	4,168	–	–	0.01%	180
2019 Q1	$252K	Hold	4,168	–	–	0.01%	194
2018 Q4	$216K	Hold	4,168	–	–	0.01%	199
2018 Q3	$264K	Hold	4,168	–	–	0.01%	171
2018 Q2	$266K	Hold	4,168	–	–	0.01%	160
2018 Q1	$255K	Hold	4,168	–	–	0.01%	155
2017 Q4	$265K	Hold	4,168	–	–	0.01%	138
2017 Q3	$234K	Hold	4,168	–	–	0.01%	123
2017 Q2	$241K	Hold	4,168	–	–	0.01%	129
2017 Q1	$249K	Buy	+4,168	New	+$255K	0.01%	153
2016 Q4	–	Sell	-4,168	Closed	-$206K	–	165
2016 Q3	$206K	Hold	4,168	–	–	0.01%	151
2016 Q2	$206K	Buy	+4,168	New	+$203K	0.01%	163
2015 Q2	–	Sell	-4,368	Closed	-$208K	–	211
2015 Q1	$208K	Hold	4,368	–	–	0.01%	189
2014 Q4	$214K	Hold	4,368	–	–	0.01%	187
2014 Q3	$237K	Hold	4,368	–	–	0.01%	164
2014 Q2	$215K	Hold	4,368	–	–	0.01%	172
2014 Q1	$221K	Hold	4,368	–	–	0.01%	180
2013 Q4	$233K	Hold	4,368	–	–	0.01%	192
2013 Q3	$214K	Buy	+4,368	New	+$205K	0.01%	177

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

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

Karpus Investment Management's NUE Position: Q2 2021 in Review

Karpus Investment Management sold out of Nucor (NUE) in Q2 2021, closing a stake of 4,168 shares — an estimated $335K sold.

Karpus Investment Management first reported a position in NUE in Q3 2013 and held it in 20 quarters. The position peaked at $335K in Q1 2021. 950 funds tracked by Wall St. Rank hold NUE as of Q2 2021.

Karpus Investment Management reported no remaining Nucor position as of Q2 2021 after selling out during the quarter.
Karpus Investment Management sold 4,168 Nucor shares in Q2 2021, an estimated $335K.
Karpus Investment Management first reported a position in Nucor in Q3 2013 and held it in 20 quarters.
Karpus Investment Management's Nucor position peaked at $335K in Q1 2021.
950 funds tracked by Wall St. Rank held Nucor as of Q2 2021.

Based on Karpus Investment Management's 13F filing for Q2 2021, filed 13 Aug 2021.