OneAscent Wealth Management’s Nucor NUE Stock Holding History

OneAscent 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
2024 Q4	–	Sell	-1,707	Closed	-$257K	–	181
2024 Q3	$257K	Buy	+1,707	New	+$257K	0.1%	150
2024 Q2	–	Sell	-1,864	Closed	-$369K	–	148
2024 Q1	$369K	Buy	1,864 +274	+17%	+$50.1K	0.14%	102
2023 Q4	$277K	Sell	1,590 -149	-9%	-$23.6K	0.11%	129
2023 Q3	$272K	Buy	+1,739	New	+$288K	0.12%	119
2023 Q2	–	Sell	-2,038	Closed	-$315K	–	161
2023 Q1	$315K	Sell	2,038 -1,005	-33%	-$160K	0.12%	117
2022 Q4	$401K	Sell	3,043 -58	-2%	-$7.88K	0.19%	68
2022 Q3	$332K	Buy	3,101 +112	+4%	+$14.1K	0.17%	76
2022 Q2	$312K	Buy	+2,989	New	+$405K	0.16%	108

Other funds holding NUE

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

OneAscent Wealth Management's NUE Position: Q4 2024 in Review

OneAscent Wealth Management sold out of Nucor (NUE) in Q4 2024, closing a stake of 1,707 shares — an estimated $257K sold.

OneAscent Wealth Management first reported a position in NUE in Q2 2022 and held it in 8 quarters. The position peaked at $401K in Q4 2022. 1,179 funds tracked by Wall St. Rank hold NUE as of Q4 2024.

OneAscent Wealth Management reported no remaining Nucor position as of Q4 2024 after selling out during the quarter.
OneAscent Wealth Management sold 1,707 Nucor shares in Q4 2024, an estimated $257K.
OneAscent Wealth Management first reported a position in Nucor in Q2 2022 and held it in 8 quarters.
OneAscent Wealth Management's Nucor position peaked at $401K in Q4 2022.
1,179 funds tracked by Wall St. Rank held Nucor as of Q4 2024.

Based on OneAscent Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.