Lumature Wealth Partners’s Nucor NUE Stock Holding History

Lumature Wealth Partners’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
2023 Q2	$323K	Sell	1,967 -17	-0.9%	-$2.48K	0.19%	98
2023 Q1	$306K	Buy	1,984 +4	+0.2%	+$636	0.17%	100
2022 Q4	$261K	Sell	1,980 -3	-0.2%	-$408	0.15%	119
2022 Q3	$212K	Buy	1,983 +76	+4%	+$9.54K	0.11%	146
2022 Q2	$199K	Sell	1,907 -397	-17%	-$53.7K	0.09%	172
2022 Q1	$342K	Buy	2,304 +2,104	+1,052%	+$258K	0.14%	111
2021 Q4	$23K	Hold	200	–	–	0.01%	286
2021 Q3	$20K	Hold	200	–	–	0.01%	291
2021 Q2	$19K	Hold	200	–	–	0.01%	266
2021 Q1	$16K	Buy	+200	New	+$12.1K	0.01%	271

Other funds holding NUE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Lumature Wealth Partners's NUE Position: Q2 2023 in Review

Lumature Wealth Partners reduced its Nucor (NUE) stake by 0.86% in Q2 2023, selling an estimated $2.48K and leaving 1,967 shares worth $323K. The position accounts for 0.19% of the portfolio, ranked #98.

Lumature Wealth Partners first reported a position in NUE in Q1 2021 and has held it in 10 quarters since. The position peaked at $342K in Q1 2022. 1,182 funds tracked by Wall St. Rank hold NUE as of Q2 2023.

Lumature Wealth Partners held 1,967 shares of Nucor worth $323K as of Q2 2023.
Lumature Wealth Partners sold 17 Nucor shares in Q2 2023, an estimated $2.48K.
Nucor made up 0.19% of Lumature Wealth Partners's portfolio in Q2 2023, its #98 holding.
Lumature Wealth Partners first reported a position in Nucor in Q1 2021 and has held it in 10 quarters since.
Lumature Wealth Partners's Nucor position peaked at $342K in Q1 2022.
1,182 funds tracked by Wall St. Rank held Nucor as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.