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Keudell/Morrison Wealth Management’s Nucor NUE Stock Holding History

Keudell/Morrison Wealth 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
Q3 		– Sell
-2,545
Closed -$244K – 186
2021
Q2 		$244K Sell
2,545
-19
-0.7% -$1.78K 0.13% 150
2021
Q1 		$206K Buy
+2,564
New +$155K 0.12% 159

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Keudell/Morrison Wealth Management's NUE Position: Q3 2021 in Review

Keudell/Morrison Wealth Management sold out of Nucor (NUE) in Q3 2021, closing a stake of 2,545 shares — an estimated $244K sold.

Keudell/Morrison Wealth Management first reported a position in NUE in Q1 2021 and held it in 2 quarters. The position peaked at $244K in Q2 2021. 957 funds tracked by Wall St. Rank hold NUE as of Q3 2021.

  • Keudell/Morrison Wealth Management reported no remaining Nucor position as of Q3 2021 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 2,545 Nucor shares in Q3 2021, an estimated $244K.
  • Keudell/Morrison Wealth Management first reported a position in Nucor in Q1 2021 and held it in 2 quarters.
  • Keudell/Morrison Wealth Management's Nucor position peaked at $244K in Q2 2021.
  • 957 funds tracked by Wall St. Rank held Nucor as of Q3 2021.

Based on Keudell/Morrison Wealth Management's 13F filing for Q3 2021, filed 20 Oct 2021.