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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
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 $146B AUM 55.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MorganRosel Wealth Management's NUE Position: Q1 2024 in Review

MorganRosel Wealth Management sold out of Nucor (NUE) in Q1 2024, closing a stake of 3,823 shares — an estimated $665K sold.

MorganRosel Wealth Management first reported a position in NUE in Q4 2021 and held it in 9 quarters. The position peaked at $1.24M in Q1 2022. 1,295 funds tracked by Wall St. Rank hold NUE as of Q1 2024.

  • MorganRosel Wealth Management reported no remaining Nucor position as of Q1 2024 after selling out during the quarter.
  • MorganRosel Wealth Management sold 3,823 Nucor shares in Q1 2024, an estimated $665K.
  • MorganRosel Wealth Management first reported a position in Nucor in Q4 2021 and held it in 9 quarters.
  • MorganRosel Wealth Management's Nucor position peaked at $1.24M in Q1 2022.
  • 1,295 funds tracked by Wall St. Rank held Nucor as of Q1 2024.

Based on MorganRosel Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.