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	–	480
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	–	254
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

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

Geode Capital Management

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return