Marcum Wealth’s Nucor NUE Stock Holding History

Marcum Wealth’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
2024 Q2	–	Sell	-1,033	Closed	-$204K	–	404
2024 Q1	$204K	Buy	+1,033	New	+$189K	0.02%	337
2023 Q2	–	Sell	-2,866	Closed	-$443K	–	397
2023 Q1	$443K	Buy	2,866 +850	+42%	+$135K	0.06%	193
2022 Q4	$266K	Buy	+2,016	New	+$274K	0.04%	263

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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Marcum Wealth's NUE Position: Q2 2024 in Review

Marcum Wealth sold out of Nucor (NUE) in Q2 2024, closing a stake of 1,033 shares — an estimated $204K sold.

Marcum Wealth first reported a position in NUE in Q4 2022 and held it in 3 quarters. The position peaked at $443K in Q1 2023. 1,232 funds tracked by Wall St. Rank hold NUE as of Q2 2024.

Marcum Wealth reported no remaining Nucor position as of Q2 2024 after selling out during the quarter.
Marcum Wealth sold 1,033 Nucor shares in Q2 2024, an estimated $204K.
Marcum Wealth first reported a position in Nucor in Q4 2022 and held it in 3 quarters.
Marcum Wealth's Nucor position peaked at $443K in Q1 2023.
1,232 funds tracked by Wall St. Rank held Nucor as of Q2 2024.

Based on Marcum Wealth's 13F filing for Q2 2024, filed 2 Jul 2024.