Mark Sheptoff Financial Planning’s Nucor NUE Stock Holding History

Mark Sheptoff Financial Planning’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
2022 Q3	–	Sell	-76	Closed	-$8K	–	391
2022 Q2	$8K	Hold	76	–	–	﹤0.01%	274
2022 Q1	$11K	Sell	76 -74	-49%	-$9.08K	0.01%	293
2021 Q4	$17K	Buy	+150	New	+$16.4K	0.01%	274
2021 Q3	–	Sell	-400	Closed	-$38K	–	409
2021 Q2	$38K	Buy	400 +200	+100%	+$18.7K	0.02%	213
2021 Q1	$16K	Buy	+200	New	+$12.1K	0.01%	253
2017 Q2	–	Sell	-301	Closed	-$18K	–	372
2017 Q1	$18K	Buy	301 +1	+0.3%	+$61	0.01%	239
2016 Q4	$18K	Buy	+300	New	+$16.8K	0.01%	225
2015 Q3	–	Sell	-300	Closed	-$13K	–	428
2015 Q2	$13K	Hold	300	–	–	0.01%	256
2015 Q1	$14K	Hold	300	–	–	0.01%	244
2014 Q4	$15K	Hold	300	–	–	0.01%	240
2014 Q3	$16K	Hold	300	–	–	0.01%	245
2014 Q2	$15K	Hold	300	–	–	0.01%	246
2014 Q1	$15K	Buy	+300	New	+$15.1K	0.01%	253

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mark Sheptoff Financial Planning's NUE Position: Q3 2022 in Review

Mark Sheptoff Financial Planning sold out of Nucor (NUE) in Q3 2022, closing a stake of 76 shares — an estimated $8K sold.

Mark Sheptoff Financial Planning first reported a position in NUE in Q1 2014 and held it in 13 quarters. The position peaked at $38K in Q2 2021. 1,061 funds tracked by Wall St. Rank hold NUE as of Q3 2022.

Mark Sheptoff Financial Planning reported no remaining Nucor position as of Q3 2022 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 76 Nucor shares in Q3 2022, an estimated $8K.
Mark Sheptoff Financial Planning first reported a position in Nucor in Q1 2014 and held it in 13 quarters.
Mark Sheptoff Financial Planning's Nucor position peaked at $38K in Q2 2021.
1,061 funds tracked by Wall St. Rank held Nucor as of Q3 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2022, filed 9 Nov 2022.