Reilly Financial Advisors’s Nucor NUE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $13.8M | Sell |
120,927
-29,626
| -20% | -$3.24M | 1.02% | 45 |
|
|
2021
Q3 | $14.8M | Sell |
150,553
-14,903
| -9% | -$1.58M | 1.26% | 33 |
|
|
2021
Q2 | $15.9M | Buy |
165,456
+21,107
| +15% | +$1.97M | 1.28% | 32 |
|
|
2021
Q1 | $11.6M | Buy |
144,349
+2,091
| +1% | +$127K | 1.02% | 43 |
|
|
2020
Q4 | $7.57M | Buy |
142,258
+1,932
| +1% | +$99.8K | 0.71% | 53 |
|
|
2020
Q3 | $6.29M | Buy |
140,326
+3,494
| +3% | +$155K | 0.67% | 53 |
|
|
2020
Q2 | $5.67M | Buy |
136,832
+135,113
| +7,860% | +$5.46M | 0.67% | 50 |
|
|
2020
Q1 | $62K | Hold |
1,719
| – | – | 0.01% | 261 |
|
|
2019
Q4 | $97K | Sell |
1,719
-619
| -26% | -$33.8K | 0.01% | 249 |
|
|
2019
Q3 | $119K | Buy |
2,338
+1,519
| +185% | +$79.3K | 0.01% | 228 |
|
|
2019
Q2 | $45K | Sell |
819
-498
| -38% | -$27.4K | 0.01% | 375 |
|
|
2019
Q1 | $77K | Buy |
1,317
+13
| +1% | +$762 | 0.01% | 274 |
|
|
2018
Q4 | $68K | Buy |
1,304
+9
| +0.7% | +$532 | 0.01% | 275 |
|
|
2018
Q3 | $82K | Hold |
1,295
| – | – | 0.01% | 275 |
|
|
2018
Q2 | $81K | Hold |
1,295
| – | – | 0.01% | 248 |
|
|
2018
Q1 | $79K | Buy |
1,295
+460
| +55% | +$30.5K | 0.01% | 248 |
|
|
2017
Q4 | $53K | Hold |
835
| – | – | 0.01% | 325 |
|
|
2017
Q3 | $47K | Hold |
835
| – | – | 0.01% | 322 |
|
|
2017
Q2 | $48K | Hold |
835
| – | – | 0.01% | 314 |
|
|
2017
Q1 | $50K | Buy |
835
+235
| +39% | +$14.4K | 0.01% | 294 |
|
|
2016
Q4 | $36K | Hold |
600
| – | – | 0.01% | 332 |
|
|
2016
Q3 | $30K | Hold |
600
| – | – | 0.01% | 335 |
|
|
2016
Q2 | $30K | Hold |
600
| – | – | 0.01% | 321 |
|
|
2016
Q1 | $28K | Hold |
600
| – | – | ﹤0.01% | 503 |
|
|
2015
Q4 | $24K | Hold |
600
| – | – | ﹤0.01% | 559 |
|
|
2015
Q3 | $23K | Hold |
600
| – | – | ﹤0.01% | 566 |
|
|
2015
Q2 | $26K | Sell |
600
-632
| -51% | -$30.3K | ﹤0.01% | 596 |
|
|
2015
Q1 | $59K | Buy |
1,232
+632
| +105% | +$29.5K | 0.01% | 381 |
|
|
2014
Q4 | $29K | Buy |
600
+230
| +62% | +$12K | 0.01% | 331 |
|
|
2014
Q3 | $20K | Hold |
370
| – | – | ﹤0.01% | 401 |
|
|
2014
Q2 | $18K | Hold |
370
| – | – | ﹤0.01% | 438 |
|
|
2014
Q1 | $19K | Hold |
370
| – | – | ﹤0.01% | 447 |
|
|
2013
Q4 | $20K | Buy |
+370
| New | +$19.1K | ﹤0.01% | 408 |
|
Other funds holding NUE
Reilly Financial Advisors's NUE Position: Q4 2021 in Review
Reilly Financial Advisors reduced its Nucor (NUE) stake by 20% in Q4 2021, selling an estimated $3.24M and leaving 120,927 shares worth $13.8M. The position accounts for 1.02% of the portfolio, ranked #45.
Reilly Financial Advisors first reported a position in NUE in Q4 2013 and has held it in 33 quarters since. The position peaked at $15.9M in Q2 2021. 1,055 funds tracked by Wall St. Rank hold NUE as of Q4 2021.
- Reilly Financial Advisors held 120,927 shares of Nucor worth $13.8M as of Q4 2021.
- Reilly Financial Advisors sold 29,626 Nucor shares in Q4 2021, an estimated $3.24M.
- Nucor made up 1.02% of Reilly Financial Advisors's portfolio in Q4 2021, its #45 holding.
- Reilly Financial Advisors first reported a position in Nucor in Q4 2013 and has held it in 33 quarters since.
- Reilly Financial Advisors's Nucor position peaked at $15.9M in Q2 2021.
- 1,055 funds tracked by Wall St. Rank held Nucor as of Q4 2021.
Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.