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Morton Capital Management’s Nucor NUE Stock Holding History

Morton Capital 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
Q3 		– Sell
-1,749
Closed -$276K – 115
2024
Q2 		$276K Sell
1,749
-1,779
-50% -$309K 0.07% 78
2024
Q1 		$698K Buy
+3,528
New +$645K 0.19% 49

Other funds holding NUE

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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Morton Capital Management's NUE Position: Q3 2024 in Review

Morton Capital Management sold out of Nucor (NUE) in Q3 2024, closing a stake of 1,749 shares — an estimated $276K sold.

Morton Capital Management first reported a position in NUE in Q1 2024 and held it in 2 quarters. The position peaked at $698K in Q1 2024. 1,195 funds tracked by Wall St. Rank hold NUE as of Q3 2024.

  • Morton Capital Management reported no remaining Nucor position as of Q3 2024 after selling out during the quarter.
  • Morton Capital Management sold 1,749 Nucor shares in Q3 2024, an estimated $276K.
  • Morton Capital Management first reported a position in Nucor in Q1 2024 and held it in 2 quarters.
  • Morton Capital Management's Nucor position peaked at $698K in Q1 2024.
  • 1,195 funds tracked by Wall St. Rank held Nucor as of Q3 2024.

Based on Morton Capital Management's 13F filing for Q3 2024, filed 9 Oct 2024.