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Omnia Family Wealth’s Nucor NUE Stock Holding History

Omnia Family Wealth’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
2019
Q2 		– Sell
-30
Closed -$2K – 384
2019
Q1 		$2K Hold
30
– – ﹤0.01% 475
2018
Q4 		$2K Hold
30
– – ﹤0.01% 429
2018
Q3 		$2K Hold
30
– – ﹤0.01% 471
2018
Q2 		$2K Sell
30
-50
-63% -$3.19K ﹤0.01% 448
2018
Q1 		$5K Buy
80
+50
+167% +$3.31K ﹤0.01% 316
2017
Q4 		$2K Hold
30
– – ﹤0.01% 473
2017
Q3 		$2K Hold
30
– – ﹤0.01% 488
2017
Q2 		$2K Hold
30
– – ﹤0.01% 609
2017
Q1 		$2K Hold
30
– – ﹤0.01% 604
2016
Q4 		$2K Buy
+30
New +$1.68K ﹤0.01% 606

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Omnia Family Wealth's NUE Position: Q2 2019 in Review

Omnia Family Wealth sold out of Nucor (NUE) in Q2 2019, closing a stake of 30 shares — an estimated $2K sold.

Omnia Family Wealth first reported a position in NUE in Q4 2016 and held it in 10 quarters. The position peaked at $5K in Q1 2018. 763 funds tracked by Wall St. Rank hold NUE as of Q2 2019.

  • Omnia Family Wealth reported no remaining Nucor position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 30 Nucor shares in Q2 2019, an estimated $2K.
  • Omnia Family Wealth first reported a position in Nucor in Q4 2016 and held it in 10 quarters.
  • Omnia Family Wealth's Nucor position peaked at $5K in Q1 2018.
  • 763 funds tracked by Wall St. Rank held Nucor as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.