Lee Financial’s Nucor NUE Stock Holding History

Lee Financial’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	-318	Closed	-$55.5K	–	600
2023 Q4	$55.5K	Hold	318	–	–	0.01%	223
2023 Q3	$49.9K	Hold	318	–	–	0.01%	221
2023 Q2	$52.3K	Sell	318 -300	-49%	-$43.8K	0.01%	218
2023 Q1	$95.8K	Hold	618	–	–	0.02%	174
2022 Q4	$81.5K	Hold	618	–	–	0.01%	216
2022 Q3	$66K	Hold	618	–	–	0.01%	229
2022 Q2	$64K	Sell	618 -12	-2%	-$1.62K	0.01%	224
2022 Q1	$93K	Sell	630 -55	-8%	-$6.75K	0.02%	190
2021 Q4	$78K	Sell	685 -36	-5%	-$3.94K	0.01%	212
2021 Q3	$71K	Buy	721 +121	+20%	+$12.9K	0.01%	201
2021 Q2	$58K	Hold	600	–	–	0.01%	217
2021 Q1	$48K	Buy	600 +300	+100%	+$18.2K	0.01%	236
2020 Q4	$16K	Hold	300	–	–	﹤0.01%	317
2020 Q3	$13K	Hold	300	–	–	﹤0.01%	362
2020 Q2	$12K	Buy	+300	New	+$12.1K	﹤0.01%	340
2018 Q4	–	Sell	-114	Closed	-$7K	–	467
2018 Q3	$7K	Hold	114	–	–	﹤0.01%	383
2018 Q2	$7K	Hold	114	–	–	﹤0.01%	567
2018 Q1	$7K	Hold	114	–	–	﹤0.01%	571
2017 Q4	$7K	Buy	+114	New	+$6.67K	﹤0.01%	400

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

Lee Financial's NUE Position: Q1 2024 in Review

Lee Financial sold out of Nucor (NUE) in Q1 2024, closing a stake of 318 shares — an estimated $55.5K sold.

Lee Financial first reported a position in NUE in Q4 2017 and held it in 19 quarters. The position peaked at $95.8K in Q1 2023. 1,295 funds tracked by Wall St. Rank hold NUE as of Q1 2024.

Lee Financial reported no remaining Nucor position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 318 Nucor shares in Q1 2024, an estimated $55.5K.
Lee Financial first reported a position in Nucor in Q4 2017 and held it in 19 quarters.
Lee Financial's Nucor position peaked at $95.8K in Q1 2023.
1,295 funds tracked by Wall St. Rank held Nucor as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.