Resource Planning Group’s Nucor NUE Stock Holding History

Resource Planning 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	$378K	Hold	2,172	–	–	0.24%	54
2023 Q3	$340K	Hold	2,172	–	–	0.29%	42
2023 Q2	$356K	Hold	2,172	–	–	0.29%	42
2023 Q1	$336K	Sell	2,172 -638	-23%	-$101K	0.27%	44
2022 Q4	$370K	Hold	2,810	–	–	0.3%	48
2022 Q3	$301K	Hold	2,810	–	–	0.26%	54
2022 Q2	$293K	Sell	2,810 -126	-4%	-$17.1K	0.24%	57
2022 Q1	$436K	Sell	2,936 -4	-0.1%	-$491	0.31%	47
2021 Q4	$336K	Sell	2,940 -528	-15%	-$57.7K	0.23%	52
2021 Q3	$342K	Sell	3,468 -80	-2%	-$8.51K	0.21%	58
2021 Q2	$340K	Buy	+3,548	New	+$332K	0.2%	58

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Resource Planning Group's NUE Position: Q4 2023 in Review

Resource Planning Group held its Nucor (NUE) position steady in Q4 2023 at 2,172 shares worth $378K. The position accounts for 0.24% of the portfolio, ranked #54.

Resource Planning Group first reported a position in NUE in Q2 2021 and has held it in 11 quarters since. The position peaked at $436K in Q1 2022. 1,249 funds tracked by Wall St. Rank hold NUE as of Q4 2023.

Resource Planning Group held 2,172 shares of Nucor worth $378K as of Q4 2023.
Resource Planning Group left its Nucor share count unchanged in Q4 2023.
Nucor made up 0.24% of Resource Planning Group's portfolio in Q4 2023, its #54 holding.
Resource Planning Group first reported a position in Nucor in Q2 2021 and has held it in 11 quarters since.
Resource Planning Group's Nucor position peaked at $436K in Q1 2022.
1,249 funds tracked by Wall St. Rank held Nucor as of Q4 2023.

Based on Resource Planning Group's 13F filing for Q4 2023, filed 10 Jan 2024.