Oxford Financial Group’s Nucor NUE Stock Holding History

Oxford Financial Group’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 Q3	–	Sell	-1,406	Closed	-$231K	–	281
2023 Q2	$231K	Buy	+1,406	New	+$205K	0.02%	208

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

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

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

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

Oxford Financial Group's NUE Position: Q3 2023 in Review

Oxford Financial Group sold out of Nucor (NUE) in Q3 2023, closing a stake of 1,406 shares — an estimated $231K sold.

Oxford Financial Group first reported a position in NUE in Q2 2023 and held it in 1 quarter. The position peaked at $231K in Q2 2023. 1,161 funds tracked by Wall St. Rank hold NUE as of Q3 2023.

Oxford Financial Group reported no remaining Nucor position as of Q3 2023 after selling out during the quarter.
Oxford Financial Group sold 1,406 Nucor shares in Q3 2023, an estimated $231K.
Oxford Financial Group first reported a position in Nucor in Q2 2023 and held it in 1 quarter.
Oxford Financial Group's Nucor position peaked at $231K in Q2 2023.
1,161 funds tracked by Wall St. Rank held Nucor as of Q3 2023.

Based on Oxford Financial Group's 13F filing for Q3 2023, filed 13 Nov 2023.