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

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments

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

Geode Capital Management

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

Capital World Investors

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

Dimensional Fund Advisors

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

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

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