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Laidlaw Wealth Management’s Nucor NUE Stock Holding History

Laidlaw 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
2024
Q1 		– Sell
-3,137
Closed -$546K – 218
2023
Q4 		$546K Sell
3,137
-21
-0.7% -$3.33K 0.2% 119
2023
Q3 		$494K Sell
3,158
-970
-23% -$161K 0.16% 147
2023
Q2 		$677K Sell
4,128
-5,862
-59% -$856K 0.13% 167
2023
Q1 		$1.54M Buy
9,990
+2,855
+40% +$454K 0.32% 91
2022
Q4 		$940K Buy
7,135
+2,834
+66% +$385K 0.2% 126
2022
Q3 		$460K Buy
4,301
+85
+2% +$10.7K 0.11% 183
2022
Q2 		$440K Buy
4,216
+5
+0.1% +$677 0.09% 212
2022
Q1 		$626K Buy
4,211
+89
+2% +$10.9K 0.1% 189
2021
Q4 		$471K Buy
+4,122
New +$451K 0.08% 231

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

Laidlaw Wealth Management's NUE Position: Q1 2024 in Review

Laidlaw Wealth Management sold out of Nucor (NUE) in Q1 2024, closing a stake of 3,137 shares — an estimated $546K sold.

Laidlaw Wealth Management first reported a position in NUE in Q4 2021 and held it in 9 quarters. The position peaked at $1.54M in Q1 2023. 1,295 funds tracked by Wall St. Rank hold NUE as of Q1 2024.

  • Laidlaw Wealth Management reported no remaining Nucor position as of Q1 2024 after selling out during the quarter.
  • Laidlaw Wealth Management sold 3,137 Nucor shares in Q1 2024, an estimated $546K.
  • Laidlaw Wealth Management first reported a position in Nucor in Q4 2021 and held it in 9 quarters.
  • Laidlaw Wealth Management's Nucor position peaked at $1.54M in Q1 2023.
  • 1,295 funds tracked by Wall St. Rank held Nucor as of Q1 2024.

Based on Laidlaw Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.