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Lenox Wealth Advisors’s Nucor NUE Stock Holding History

Lenox Wealth Advisors’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
2022
Q1 		$1K Sell
7
-30
-81% -$3.68K ﹤0.01% 724
2021
Q4 		$4K Buy
37
+30
+429% +$3.28K ﹤0.01% 636
2021
Q3 		$1K Buy
7
+4
+133% +$425 ﹤0.01% 687
2021
Q2 		$0 Sell
3
-72
-96% -$6.74K ﹤0.01% 768
2021
Q1 		$6K Buy
+75
New +$4.55K ﹤0.01% 477
2017
Q3 		– Sell
-25
Closed -$1K – 270
2017
Q2 		$1K Buy
+25
New +$1.47K ﹤0.01% 97

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lenox Wealth Advisors's NUE Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Nucor (NUE) stake by 81% in Q1 2022, selling an estimated $3.68K and leaving 7 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #724.

Lenox Wealth Advisors first reported a position in NUE in Q2 2017 and has held it in 6 quarters since. The position peaked at $6K in Q1 2021. 1,104 funds tracked by Wall St. Rank hold NUE as of Q1 2022.

  • Lenox Wealth Advisors held 7 shares of Nucor worth $1K as of Q1 2022.
  • Lenox Wealth Advisors sold 30 Nucor shares in Q1 2022, an estimated $3.68K.
  • Nucor made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #724 holding.
  • Lenox Wealth Advisors first reported a position in Nucor in Q2 2017 and has held it in 6 quarters since.
  • Lenox Wealth Advisors's Nucor position peaked at $6K in Q1 2021.
  • 1,104 funds tracked by Wall St. Rank held Nucor as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.