RIM
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Rockbridge Investment Management’s Nucor NUE Stock Holding History

Rockbridge Investment Management’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
Q1 		– Sell
-61
Closed -$10.6K – 456
2023
Q4 		$10.6K Buy
+61
New +$9.67K ﹤0.01% 393
2022
Q3 		– Sell
-61
Closed -$6.37K – 433
2022
Q2 		$6.37K Hold
61
– – ﹤0.01% 432
2022
Q1 		$9.11K Sell
61
-40
-40% -$4.91K ﹤0.01% 530
2021
Q4 		$12K Hold
101
– – ﹤0.01% 549
2021
Q3 		$10K Hold
101
– – ﹤0.01% 524
2021
Q2 		$10K Hold
101
– – ﹤0.01% 534
2021
Q1 		$8K Buy
101
+40
+66% +$2.42K ﹤0.01% 536
2020
Q4 		$3K Hold
61
– – ﹤0.01% 610
2020
Q3 		$3K Hold
61
– – ﹤0.01% 568
2020
Q2 		$3K Buy
+61
New +$2.46K ﹤0.01% 539

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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return