Mount Lucas Management’s Nucor NUE Stock Holding History

Mount Lucas 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
2023 Q2	–	Sell	-24,890	Closed	-$3.84M	–	157
2023 Q1	$3.84M	Buy	24,890 +550	+2%	+$87.5K	1.02%	21
2022 Q4	$3.21M	Sell	24,340 -35,730	-59%	-$4.86M	1.05%	23
2022 Q3	$6.43M	Sell	60,070 -920	-2%	-$115K	2.21%	4
2022 Q2	$6.37M	Buy	60,990 +24,954	+69%	+$3.38M	2.13%	3
2022 Q1	$5.36M	Sell	36,036 -3,475	-9%	-$426K	1.56%	9
2021 Q4	$4.51M	Buy	+39,511	New	+$4.32M	1.29%	16
2020 Q2	–	Sell	-138,072	Closed	-$4.97M	–	73
2020 Q1	$4.97M	Buy	138,072 +36,503	+36%	+$1.62M	1.02%	13
2019 Q4	$5.72M	Sell	101,569 -37,222	-27%	-$2.03M	1.14%	32
2019 Q3	$7.07M	Sell	138,791 -10,110	-7%	-$528K	1.27%	30
2019 Q2	$8.2M	Sell	148,901 -2,160	-1%	-$119K	1.39%	23
2019 Q1	$8.81M	Buy	+151,061	New	+$8.86M	1.46%	18

Other funds holding NUE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

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

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

Mount Lucas Management's NUE Position: Q2 2023 in Review

Mount Lucas Management sold out of Nucor (NUE) in Q2 2023, closing a stake of 24,890 shares — an estimated $3.84M sold.

Mount Lucas Management first reported a position in NUE in Q1 2019 and held it in 11 quarters. The position peaked at $8.81M in Q1 2019. 1,182 funds tracked by Wall St. Rank hold NUE as of Q2 2023.

Mount Lucas Management reported no remaining Nucor position as of Q2 2023 after selling out during the quarter.
Mount Lucas Management sold 24,890 Nucor shares in Q2 2023, an estimated $3.84M.
Mount Lucas Management first reported a position in Nucor in Q1 2019 and held it in 11 quarters.
Mount Lucas Management's Nucor position peaked at $8.81M in Q1 2019.
1,182 funds tracked by Wall St. Rank held Nucor as of Q2 2023.

Based on Mount Lucas Management's 13F filing for Q2 2023, filed 14 Aug 2023.