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Kula Investments’s Nucor NUE Stock Holding History

Kula Investments’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
Q1 		$237K Sell
1,534
-1,056
-41% -$168K 0.06% 528
2022
Q4 		$341K Buy
+2,590
New +$352K 0.1% 341

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Kula Investments's NUE Position: Q1 2023 in Review

Kula Investments reduced its Nucor (NUE) stake by 41% in Q1 2023, selling an estimated $168K and leaving 1,534 shares worth $237K. The position accounts for 0.06% of the portfolio, ranked #528.

Kula Investments first reported a position in NUE in Q4 2022 and has held it in 2 quarters since. The position peaked at $341K in Q4 2022. 1,189 funds tracked by Wall St. Rank hold NUE as of Q1 2023.

  • Kula Investments held 1,534 shares of Nucor worth $237K as of Q1 2023.
  • Kula Investments sold 1,056 Nucor shares in Q1 2023, an estimated $168K.
  • Nucor made up 0.06% of Kula Investments's portfolio in Q1 2023, its #528 holding.
  • Kula Investments first reported a position in Nucor in Q4 2022 and has held it in 2 quarters since.
  • Kula Investments's Nucor position peaked at $341K in Q4 2022.
  • 1,189 funds tracked by Wall St. Rank held Nucor as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.