Monograph Wealth Advisors’s Nucor NUE Stock Holding History

Monograph Wealth Advisors’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
2023 Q1	–	Sell	-3,354	Closed	-$444K	–	94
2022 Q4	$444K	Buy	+3,354	New	+$456K	0.12%	57

Other funds holding NUE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

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

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

Monograph Wealth Advisors's NUE Position: Q1 2023 in Review

Monograph Wealth Advisors sold out of Nucor (NUE) in Q1 2023, closing a stake of 3,354 shares — an estimated $444K sold.

Monograph Wealth Advisors first reported a position in NUE in Q4 2022 and held it in 1 quarter. The position peaked at $444K in Q4 2022. 1,189 funds tracked by Wall St. Rank hold NUE as of Q1 2023.

Monograph Wealth Advisors reported no remaining Nucor position as of Q1 2023 after selling out during the quarter.
Monograph Wealth Advisors sold 3,354 Nucor shares in Q1 2023, an estimated $444K.
Monograph Wealth Advisors first reported a position in Nucor in Q4 2022 and held it in 1 quarter.
Monograph Wealth Advisors's Nucor position peaked at $444K in Q4 2022.
1,189 funds tracked by Wall St. Rank held Nucor as of Q1 2023.

Based on Monograph Wealth Advisors's 13F filing for Q1 2023, filed 10 May 2023.