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Morningstar Investment Services’s Nucor NUE Stock Holding History

Morningstar Investment Services’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
2015
Q4 		– Sell
-5,677
Closed -$213K – 216
2015
Q3 		$213K Sell
5,677
-147
-3% -$6.3K 0.01% 201
2015
Q2 		$257K Sell
5,824
-1,421
-20% -$68.2K 0.01% 198
2015
Q1 		$344K Sell
7,245
-1,429
-16% -$66.7K 0.02% 183
2014
Q4 		$425K Buy
8,674
+1,146
+15% +$59.6K 0.02% 187
2014
Q3 		$409K Sell
7,528
-1,745
-19% -$92.1K 0.02% 185
2014
Q2 		$457K Hold
9,273
– – 0.03% 169
2014
Q1 		$469K Sell
9,273
-43,645
-82% -$2.19M 0.03% 171
2013
Q4 		$2.83M Buy
52,918
+2,810
+6% +$145K 0.21% 97
2013
Q3 		$2.45M Buy
50,108
+3,352
+7% +$157K 0.21% 94
2013
Q2 		$2.02M Buy
+46,756
New +$2.07M 0.21% 89

Other funds holding NUE

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morningstar Investment Services's NUE Position: Q4 2015 in Review

Morningstar Investment Services sold out of Nucor (NUE) in Q4 2015, closing a stake of 5,677 shares — an estimated $213K sold.

Morningstar Investment Services first reported a position in NUE in Q2 2013 and held it in 10 quarters. The position peaked at $2.83M in Q4 2013. 604 funds tracked by Wall St. Rank hold NUE as of Q4 2015.

  • Morningstar Investment Services reported no remaining Nucor position as of Q4 2015 after selling out during the quarter.
  • Morningstar Investment Services sold 5,677 Nucor shares in Q4 2015, an estimated $213K.
  • Morningstar Investment Services first reported a position in Nucor in Q2 2013 and held it in 10 quarters.
  • Morningstar Investment Services's Nucor position peaked at $2.83M in Q4 2013.
  • 604 funds tracked by Wall St. Rank held Nucor as of Q4 2015.

Based on Morningstar Investment Services's 13F filing for Q4 2015, filed 11 Feb 2016.