Pathstone Family Office’s Nucor NUE Stock Holding History

Pathstone Family Office’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	$2.26M	Buy	14,419 +10,501	+268%	+$1.74M	0.02%	452
2023 Q2	$625K	Buy	3,918 +686	+21%	+$100K	0.01%	656
2023 Q1	$523K	Sell	3,232 -10,030	-76%	-$1.6M	0.01%	676
2022 Q4	$1.29M	Buy	13,262 +3,327	+33%	+$452K	0.01%	674
2022 Q3	$1.06M	Buy	9,935 +7,784	+362%	+$977K	0.01%	698
2022 Q2	$225K	Buy	+2,151	New	+$291K	﹤0.01%	911
2021 Q1	–	Sell	-1,752	Closed	-$93K	–	1128
2020 Q4	$93K	Buy	1,752 +84	+5%	+$4.34K	﹤0.01%	403
2020 Q3	$75K	Hold	1,668	–	–	0.01%	314
2020 Q2	$69K	Hold	1,668	–	–	0.01%	266
2020 Q1	$60K	Buy	1,668 +138	+9%	+$6.13K	0.01%	275
2019 Q4	$861K	Hold	1,530	–	–	0.01%	222
2019 Q3	$78K	Hold	1,530	–	–	0.01%	214
2019 Q2	$84K	Hold	1,530	–	–	0.01%	271
2019 Q1	$89K	Buy	1,530 +163	+12%	+$9.56K	0.01%	233
2018 Q4	$71K	Buy	+1,367	New	+$80.8K	0.02%	153

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

Pathstone Family Office's NUE Position: Q3 2023 in Review

Pathstone Family Office increased its Nucor (NUE) stake by 268% in Q3 2023, buying an estimated $1.74M and bringing the position to 14,419 shares worth $2.26M. The position accounts for 0.02% of the portfolio, ranked #452.

Pathstone Family Office first reported a position in NUE in Q4 2018 and has held it in 15 quarters since. 1,161 funds tracked by Wall St. Rank hold NUE as of Q3 2023.

Pathstone Family Office held 14,419 shares of Nucor worth $2.26M as of Q3 2023.
Pathstone Family Office bought 10,501 Nucor shares in Q3 2023, an estimated $1.74M.
Nucor made up 0.02% of Pathstone Family Office's portfolio in Q3 2023, its #452 holding.
Pathstone Family Office first reported a position in Nucor in Q4 2018 and has held it in 15 quarters since.
1,161 funds tracked by Wall St. Rank held Nucor as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.