McDonald Partners’s Nucor NUE Stock Holding History

McDonald Partners’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	-2,483	Closed	-$393K	–	244
2024 Q2	$393K	Hold	2,483	–	–	0.11%	183
2024 Q1	$491K	Hold	2,483	–	–	0.14%	168
2023 Q4	$432K	Hold	2,483	–	–	0.13%	173
2023 Q3	$388K	Hold	2,483	–	–	0.13%	171
2023 Q2	$407K	Hold	2,483	–	–	0.12%	172
2023 Q1	$384K	Hold	2,483	–	–	0.12%	170
2022 Q4	$327K	Hold	2,483	–	–	0.11%	177
2022 Q3	$266K	Sell	2,483 -3,061	-55%	-$384K	0.1%	187
2022 Q2	$579K	Buy	5,544 +35	+0.6%	+$4.74K	0.15%	169
2022 Q1	$819K	Buy	+5,509	New	+$676K	0.18%	149
2021 Q4	–	Sell	-5,153	Closed	-$508K	–	669
2021 Q3	$508K	Buy	5,153 +2,445	+90%	+$260K	0.12%	188
2021 Q2	$260K	Hold	2,708	–	–	0.06%	261
2021 Q1	$217K	Buy	+2,708	New	+$164K	0.06%	270

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