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Provence Wealth Management Group’s Nucor NUE Stock Holding History

Provence Wealth Management 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
Q4 		$210K Sell
1,209
-142
-11% -$22.5K 0.11% 155
2023
Q3 		$211K Buy
+1,351
New +$224K 0.13% 140

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Provence Wealth Management Group's NUE Position: Q4 2023 in Review

Provence Wealth Management Group reduced its Nucor (NUE) stake by 11% in Q4 2023, selling an estimated $22.5K and leaving 1,209 shares worth $210K. The position accounts for 0.11% of the portfolio, ranked #155.

Provence Wealth Management Group first reported a position in NUE in Q3 2023 and has held it in 2 quarters since. The position peaked at $211K in Q3 2023. 1,249 funds tracked by Wall St. Rank hold NUE as of Q4 2023.

  • Provence Wealth Management Group held 1,209 shares of Nucor worth $210K as of Q4 2023.
  • Provence Wealth Management Group sold 142 Nucor shares in Q4 2023, an estimated $22.5K.
  • Nucor made up 0.11% of Provence Wealth Management Group's portfolio in Q4 2023, its #155 holding.
  • Provence Wealth Management Group first reported a position in Nucor in Q3 2023 and has held it in 2 quarters since.
  • Provence Wealth Management Group's Nucor position peaked at $211K in Q3 2023.
  • 1,249 funds tracked by Wall St. Rank held Nucor as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.