LWM
NUE icon

Lenox Wealth Management’s Nucor NUE Stock Holding History

Lenox 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
2020
Q2 		$1K Hold
32
– – ﹤0.01% 699
2020
Q1 		$1K Buy
+32
New +$1.42K ﹤0.01% 669
2017
Q4 		– Sell
-403
Closed -$22K – 501
2017
Q3 		$22K Hold
403
– – 0.01% 313
2017
Q2 		$23K Buy
+403
New +$23.6K 0.01% 290

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lenox Wealth Management's NUE Position: Q2 2020 in Review

Lenox Wealth Management held its Nucor (NUE) position steady in Q2 2020 at 32 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #699.

Lenox Wealth Management first reported a position in NUE in Q2 2017 and has held it in 4 quarters since. The position peaked at $23K in Q2 2017. 661 funds tracked by Wall St. Rank hold NUE as of Q2 2020.

  • Lenox Wealth Management held 32 shares of Nucor worth $1K as of Q2 2020.
  • Lenox Wealth Management left its Nucor share count unchanged in Q2 2020.
  • Nucor made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #699 holding.
  • Lenox Wealth Management first reported a position in Nucor in Q2 2017 and has held it in 4 quarters since.
  • Lenox Wealth Management's Nucor position peaked at $23K in Q2 2017.
  • 661 funds tracked by Wall St. Rank held Nucor as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.