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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
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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return