RMR Wealth Builders’s Nucor NUE Stock Holding History

RMR Wealth Builders’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
2024 Q4	–	Sell	-7,125	Closed	-$1.07M	–	266
2024 Q3	$1.07M	Buy	7,125 +238	+3%	+$35.8K	0.11%	99
2024 Q2	$1.09M	Buy	6,887 +1,489	+28%	+$259K	0.12%	94
2024 Q1	$1.07M	Buy	5,398 +1,034	+24%	+$189K	0.13%	94
2023 Q4	$760K	Buy	4,364 +909	+26%	+$144K	0.11%	104
2023 Q3	$540K	Buy	+3,455	New	+$572K	0.09%	126
2021 Q2	–	Sell	-846	Closed	-$68K	–	506
2021 Q1	$68K	Buy	+846	New	+$51.3K	0.02%	320

Other funds holding NUE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

RMR Wealth Builders's NUE Position: Q4 2024 in Review

RMR Wealth Builders sold out of Nucor (NUE) in Q4 2024, closing a stake of 7,125 shares — an estimated $1.07M sold.

RMR Wealth Builders first reported a position in NUE in Q1 2021 and held it in 6 quarters. The position peaked at $1.09M in Q2 2024. 1,179 funds tracked by Wall St. Rank hold NUE as of Q4 2024.

RMR Wealth Builders reported no remaining Nucor position as of Q4 2024 after selling out during the quarter.
RMR Wealth Builders sold 7,125 Nucor shares in Q4 2024, an estimated $1.07M.
RMR Wealth Builders first reported a position in Nucor in Q1 2021 and held it in 6 quarters.
RMR Wealth Builders's Nucor position peaked at $1.09M in Q2 2024.
1,179 funds tracked by Wall St. Rank held Nucor as of Q4 2024.

Based on RMR Wealth Builders's 13F filing for Q4 2024, filed 10 Jan 2025.