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Norwood Financial’s Nucor NUE Stock Holding History

Norwood Financial’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 		$339K Sell
1,715
-60
-3% -$11K 0.49% 48
2023
Q4 		$309K Sell
1,775
-250
-12% -$39.6K 0.47% 50
2023
Q3 		$317K Hold
2,025
– – 0.51% 43
2023
Q2 		$332K Hold
2,025
– – 0.5% 43
2023
Q1 		$313K Hold
2,025
– – 0.5% 49
2022
Q4 		$267K Hold
2,025
– – 0.42% 59
2022
Q3 		$216K Hold
2,025
– – 0.38% 63
2022
Q2 		$212K Hold
2,025
– – 0.36% 65
2022
Q1 		$301K Sell
2,025
-105
-5% -$12.9K 0.44% 58
2021
Q4 		$243K Buy
+2,130
New +$233K 0.34% 69

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norwood Financial's NUE Position: Q1 2024 in Review

Norwood Financial reduced its Nucor (NUE) stake by 3.4% in Q1 2024, selling an estimated $11K and leaving 1,715 shares worth $339K. The position accounts for 0.49% of the portfolio, ranked #48.

Norwood Financial first reported a position in NUE in Q4 2021 and has held it in 10 quarters since. 1,295 funds tracked by Wall St. Rank hold NUE as of Q1 2024.

  • Norwood Financial held 1,715 shares of Nucor worth $339K as of Q1 2024.
  • Norwood Financial sold 60 Nucor shares in Q1 2024, an estimated $11K.
  • Nucor made up 0.49% of Norwood Financial's portfolio in Q1 2024, its #48 holding.
  • Norwood Financial first reported a position in Nucor in Q4 2021 and has held it in 10 quarters since.
  • 1,295 funds tracked by Wall St. Rank held Nucor as of Q1 2024.

Based on Norwood Financial's 13F filing for Q1 2024, filed 16 Apr 2024.