Mascoma Wealth Management’s Nucor NUE Stock Holding History

Mascoma Wealth Management’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 Q3	–	Sell	-79	Closed	-$12.5K	–	479
2024 Q2	$12.5K	Buy	+79	New	+$13.7K	﹤0.01%	313
2024 Q1	–	Sell	-27	Closed	-$4.7K	–	465
2023 Q4	$4.7K	Hold	27	–	–	﹤0.01%	394
2023 Q3	$4.22K	Hold	27	–	–	﹤0.01%	410
2023 Q2	$4.59K	Hold	27	–	–	﹤0.01%	399
2023 Q1	$4K	Hold	27	–	–	﹤0.01%	499
2022 Q4	$3.56K	Hold	27	–	–	﹤0.01%	525
2022 Q3	$3K	Hold	27	–	–	﹤0.01%	539
2022 Q2	$3K	Hold	27	–	–	﹤0.01%	552
2022 Q1	$4K	Buy	+27	New	+$3.31K	﹤0.01%	522
2019 Q3	–	Sell	-30	Closed	-$2K	–	252
2019 Q2	$2K	Sell	30 -250	-89%	-$13.7K	﹤0.01%	346
2019 Q1	$16K	Hold	280	–	–	0.01%	240
2018 Q4	$15K	Hold	280	–	–	0.01%	234
2018 Q3	$18K	Hold	280	–	–	0.01%	243
2018 Q2	$18K	Buy	280 +16	+6%	+$1.02K	0.01%	231
2018 Q1	$16K	Hold	264	–	–	0.01%	238
2017 Q4	$17K	Hold	264	–	–	0.01%	226
2017 Q3	$15K	Hold	264	–	–	0.01%	254
2017 Q2	$15K	Buy	+264	New	+$15.5K	0.01%	260

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Mascoma Wealth Management's NUE Position: Q3 2024 in Review

Mascoma Wealth Management sold out of Nucor (NUE) in Q3 2024, closing a stake of 79 shares — an estimated $12.5K sold.

Mascoma Wealth Management first reported a position in NUE in Q2 2017 and held it in 18 quarters. The position peaked at $18K in Q3 2018. 1,196 funds tracked by Wall St. Rank hold NUE as of Q3 2024.

Mascoma Wealth Management reported no remaining Nucor position as of Q3 2024 after selling out during the quarter.
Mascoma Wealth Management sold 79 Nucor shares in Q3 2024, an estimated $12.5K.
Mascoma Wealth Management first reported a position in Nucor in Q2 2017 and held it in 18 quarters.
Mascoma Wealth Management's Nucor position peaked at $18K in Q3 2018.
1,196 funds tracked by Wall St. Rank held Nucor as of Q3 2024.

Based on Mascoma Wealth Management's 13F filing for Q3 2024, filed 5 Nov 2024.