MorganRosel Wealth Management’s Nucor NUE Stock Holding History

MorganRosel 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 Q1	–	Sell	-3,823	Closed	-$665K	–	110
2023 Q4	$665K	Sell	3,823 -148	-4%	-$23.5K	0.26%	66
2023 Q3	$621K	Sell	3,971 -1,498	-27%	-$248K	0.26%	63
2023 Q2	$897K	Sell	5,469 -1,444	-21%	-$211K	0.37%	49
2023 Q1	$1.07M	Buy	6,913 +1,339	+24%	+$213K	0.46%	37
2022 Q4	$735K	Sell	5,574 -3,063	-35%	-$416K	0.34%	61
2022 Q3	$924K	Sell	8,637 -705	-8%	-$88.5K	0.46%	40
2022 Q2	$975K	Buy	9,342 +1,020	+12%	+$138K	0.52%	34
2022 Q1	$1.24M	Sell	8,322 -2,144	-20%	-$263K	0.6%	28
2021 Q4	$1.2M	Buy	+10,466	New	+$1.14M	0.58%	28

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

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

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

Dimensional Fund Advisors

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

Capital World Investors

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

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