Liberty Wealth Management’s Nucor NUE Stock Holding History

Liberty 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
2021 Q4	–	Sell	-18	Closed	-$2K	–	788
2021 Q3	$2K	Buy	+18	New	+$1.91K	﹤0.01%	1071
2020 Q2	–	Sell	-160	Closed	-$6K	–	945
2020 Q1	$6K	Sell	160 -36	-18%	-$1.6K	0.01%	549
2019 Q4	$11K	Hold	196	–	–	0.01%	522
2019 Q3	$10K	Buy	196 +1	+0.5%	+$52	0.01%	518
2019 Q2	$11K	Buy	195 +1	+0.5%	+$55	0.01%	504
2019 Q1	$11K	Buy	194 +4	+2%	+$235	0.01%	430
2018 Q4	$9K	Buy	+190	New	+$11.2K	0.01%	449

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

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

Liberty Wealth Management's NUE Position: Q4 2021 in Review

Liberty Wealth Management sold out of Nucor (NUE) in Q4 2021, closing a stake of 18 shares — an estimated $2K sold.

Liberty Wealth Management first reported a position in NUE in Q4 2018 and held it in 7 quarters. The position peaked at $11K in Q4 2019. 1,053 funds tracked by Wall St. Rank hold NUE as of Q4 2021.

Liberty Wealth Management reported no remaining Nucor position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 18 Nucor shares in Q4 2021, an estimated $2K.
Liberty Wealth Management first reported a position in Nucor in Q4 2018 and held it in 7 quarters.
Liberty Wealth Management's Nucor position peaked at $11K in Q4 2019.
1,053 funds tracked by Wall St. Rank held Nucor as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.