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Moulton Wealth Management’s Nucor NUE Stock Holding History

Moulton 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
2022
Q1 		– Sell
-7,354
Closed -$857K – 20
2021
Q4 		$857K Sell
7,354
-91
-1% -$9.95K 0.63% 20
2021
Q3 		$727K Sell
7,445
-10,311
-58% -$1.1M 0.54% 23
2021
Q2 		$1.7M Buy
+17,756
New +$1.66M 1.24% 22

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

Moulton Wealth Management's NUE Position: Q1 2022 in Review

Moulton Wealth Management sold out of Nucor (NUE) in Q1 2022, closing a stake of 7,354 shares — an estimated $857K sold.

Moulton Wealth Management first reported a position in NUE in Q2 2021 and held it in 3 quarters. The position peaked at $1.7M in Q2 2021. 1,104 funds tracked by Wall St. Rank hold NUE as of Q1 2022.

  • Moulton Wealth Management reported no remaining Nucor position as of Q1 2022 after selling out during the quarter.
  • Moulton Wealth Management sold 7,354 Nucor shares in Q1 2022, an estimated $857K.
  • Moulton Wealth Management first reported a position in Nucor in Q2 2021 and held it in 3 quarters.
  • Moulton Wealth Management's Nucor position peaked at $1.7M in Q2 2021.
  • 1,104 funds tracked by Wall St. Rank held Nucor as of Q1 2022.

Based on Moulton Wealth Management's 13F filing for Q1 2022, filed 19 Apr 2022.