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Monte Financial Group’s Nucor NUE Stock Holding History

Monte Financial Group’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
Q1 		– Sell
-21,109
Closed -$2.41M – 83
2021
Q4 		$2.41M Sell
21,109
-1,307
-6% -$143K 1.27% 31
2021
Q3 		$2.21M Sell
22,416
-16,065
-42% -$1.71M 1.27% 31
2021
Q2 		$3.69M Sell
38,481
-15,592
-29% -$1.46M 2.11% 26
2021
Q1 		$4.34M Sell
54,073
-6,037
-10% -$366K 2.66% 20
2020
Q4 		$3.2M Sell
60,110
-3,745
-6% -$193K 2.17% 29
2020
Q3 		$2.87M Buy
63,855
+8,281
+15% +$367K 2.17% 28
2020
Q2 		$2.3M Buy
55,574
+869
+2% +$35.1K 1.82% 30
2020
Q1 		$1.97M Sell
54,705
-6,132
-10% -$272K 1.91% 26
2019
Q4 		$3.42M Buy
60,837
+553
+0.9% +$30.2K 2.52% 19
2019
Q3 		$3.07M Buy
60,284
+11,847
+24% +$619K 2.48% 22
2019
Q2 		$2.67M Buy
48,437
+6,217
+15% +$342K 2.26% 25
2019
Q1 		$2.46M Buy
42,220
+1,248
+3% +$73.2K 2.16% 26
2018
Q4 		$2.12M Buy
40,972
+1,320
+3% +$78K 2.25% 25
2018
Q3 		$2.52M Buy
39,652
+947
+2% +$60.6K 2.35% 25
2018
Q2 		$2.42M Buy
38,705
+1,008
+3% +$64.3K 2.46% 23
2018
Q1 		$2.3M Sell
37,697
-514
-1% -$34K 2.4% 23
2017
Q4 		$2.43M Buy
+38,211
New +$2.24M 2.47% 19

Other funds holding NUE

Vanguard Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Monte Financial Group's NUE Position: Q1 2022 in Review

Monte Financial Group sold out of Nucor (NUE) in Q1 2022, closing a stake of 21,109 shares — an estimated $2.41M sold.

Monte Financial Group first reported a position in NUE in Q4 2017 and held it in 17 quarters. The position peaked at $4.34M in Q1 2021. 1,104 funds tracked by Wall St. Rank hold NUE as of Q1 2022.

  • Monte Financial Group reported no remaining Nucor position as of Q1 2022 after selling out during the quarter.
  • Monte Financial Group sold 21,109 Nucor shares in Q1 2022, an estimated $2.41M.
  • Monte Financial Group first reported a position in Nucor in Q4 2017 and held it in 17 quarters.
  • Monte Financial Group's Nucor position peaked at $4.34M in Q1 2021.
  • 1,104 funds tracked by Wall St. Rank held Nucor as of Q1 2022.

Based on Monte Financial Group's 13F filing for Q1 2022, filed 22 Apr 2022.