Kozak & Associates’s Nucor NUE Stock Holding History

Kozak & Associates’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
2024 Q4	–	Sell	-13	Closed	-$2.02K	–	466
2024 Q3	$2.02K	Hold	13	–	–	﹤0.01%	333
2024 Q2	$2.04K	Hold	13	–	–	﹤0.01%	319
2024 Q1	$2.26K	Buy	+13	New	+$2.38K	﹤0.01%	322

Other funds holding NUE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kozak & Associates's NUE Position: Q4 2024 in Review

Kozak & Associates sold out of Nucor (NUE) in Q4 2024, closing a stake of 13 shares — an estimated $2.02K sold.

Kozak & Associates first reported a position in NUE in Q1 2024 and held it in 3 quarters. The position peaked at $2.26K in Q1 2024. 1,178 funds tracked by Wall St. Rank hold NUE as of Q4 2024.

Kozak & Associates reported no remaining Nucor position as of Q4 2024 after selling out during the quarter.
Kozak & Associates sold 13 Nucor shares in Q4 2024, an estimated $2.02K.
Kozak & Associates first reported a position in Nucor in Q1 2024 and held it in 3 quarters.
Kozak & Associates's Nucor position peaked at $2.26K in Q1 2024.
1,178 funds tracked by Wall St. Rank held Nucor as of Q4 2024.

Based on Kozak & Associates's 13F filing for Q4 2024, filed 6 Jan 2025.