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M Holdings Securities’s Nucor NUE Stock Holding History

M Holdings Securities’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 		– Sell
-2,382
Closed -$368K – 374
2023
Q1 		$368K Sell
2,382
-49
-2% -$7.79K 0.04% 317
2022
Q4 		$320K Buy
2,431
+94
+4% +$12.8K 0.03% 325
2022
Q3 		$250K Buy
2,337
+94
+4% +$11.8K 0.03% 360
2022
Q2 		$234K Buy
2,243
+35
+2% +$4.74K 0.02% 380
2022
Q1 		$328K Buy
+2,208
New +$271K 0.02% 378
2018
Q1 		– Sell
-4,934
Closed -$314K – 329
2017
Q4 		$314K Sell
4,934
-50
-1% -$2.92K 0.09% 242
2017
Q3 		$279K Buy
+4,984
New +$282K 0.09% 249
2014
Q4 		– Sell
-1,950
Closed -$106K – 348
2014
Q3 		$106K Buy
+1,950
New +$103K 0.06% 273

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 $146B AUM 55.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

M Holdings Securities's NUE Position: Q2 2023 in Review

M Holdings Securities sold out of Nucor (NUE) in Q2 2023, closing a stake of 2,382 shares — an estimated $368K sold.

M Holdings Securities first reported a position in NUE in Q3 2014 and held it in 8 quarters. The position peaked at $368K in Q1 2023. 1,180 funds tracked by Wall St. Rank hold NUE as of Q2 2023.

  • M Holdings Securities reported no remaining Nucor position as of Q2 2023 after selling out during the quarter.
  • M Holdings Securities sold 2,382 Nucor shares in Q2 2023, an estimated $368K.
  • M Holdings Securities first reported a position in Nucor in Q3 2014 and held it in 8 quarters.
  • M Holdings Securities's Nucor position peaked at $368K in Q1 2023.
  • 1,180 funds tracked by Wall St. Rank held Nucor as of Q2 2023.

Based on M Holdings Securities's 13F filing for Q2 2023, filed 26 Sep 2023.