Paloma Partners’s Nucor NUE Stock Holding History

Paloma Partners’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 Q4	–	Sell	-7,600	Closed	-$1.19M	–	874
2023 Q3	$1.19M	Buy	7,600 +6,400	+533%	+$1.06M	0.04%	336
2023 Q2	$197K	Buy	+1,200	New	+$175K	0.01%	604
2023 Q1	–	Sell	-10,000	Closed	-$1.32M	–	918
2022 Q4	$1.32M	Buy	10,000 +3,700	+59%	+$503K	0.06%	308
2022 Q3	$674K	Buy	+6,300	New	+$790K	0.03%	405
2020 Q1	–	Sell	-17,400	Closed	-$979K	–	1815
2019 Q4	$979K	Sell	17,400 -27,700	-61%	-$1.51M	0.01%	960
2019 Q3	$2.3M	Buy	45,100 +15,100	+50%	+$788K	0.05%	368
2019 Q2	$1.65M	Buy	+30,000	New	+$1.65M	0.03%	492
2018 Q4	–	Sell	-5,000	Closed	-$317K	–	1633
2018 Q3	$317K	Buy	+5,000	New	+$320K	0.01%	1207
2018 Q1	–	Sell	-28,000	Closed	-$1.78M	–	2171
2017 Q4	$1.78M	Sell	28,000 -124,600	-82%	-$7.29M	0.02%	726
2017 Q3	$8.55M	Buy	152,600 +124,600	+445%	+$7.04M	0.12%	153
2017 Q2	$1.62M	Buy	+28,000	New	+$1.64M	0.02%	898
2017 Q1	–	Sell	-28,000	Closed	-$1.67M	–	2149
2016 Q4	$1.67M	Hold	28,000	–	–	0.02%	809
2016 Q3	$1.39M	Hold	28,000	–	–	0.02%	766
2016 Q2	$1.38M	Buy	+28,000	New	+$1.36M	0.02%	944

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Paloma Partners's NUE Position: Q4 2024 in Review

Paloma Partners sold out of Nucor (NUE) in Q4 2024, closing a stake of 2,900 shares — an estimated $436K sold.

Paloma Partners first reported a position in NUE in Q4 2013 and held it in 35 quarters. The position peaked at $5.9M in Q3 2017. 1,178 funds tracked by Wall St. Rank hold NUE as of Q4 2024.

Paloma Partners reported no remaining Nucor position as of Q4 2024 after selling out during the quarter.
Paloma Partners sold 2,900 Nucor shares in Q4 2024, an estimated $436K.
Paloma Partners first reported a position in Nucor in Q4 2013 and held it in 35 quarters.
Paloma Partners's Nucor position peaked at $5.9M in Q3 2017.
1,178 funds tracked by Wall St. Rank held Nucor as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.