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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 – 432
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 $146B AUM 55.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Rockbridge Investment Management's NUE Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Nucor (NUE) in Q1 2024, closing a stake of 61 shares — an estimated $10.6K sold.

Rockbridge Investment Management first reported a position in NUE in Q2 2020 and held it in 10 quarters. The position peaked at $12K in Q4 2021. 1,295 funds tracked by Wall St. Rank hold NUE as of Q1 2024.

  • Rockbridge Investment Management reported no remaining Nucor position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 61 Nucor shares in Q1 2024, an estimated $10.6K.
  • Rockbridge Investment Management first reported a position in Nucor in Q2 2020 and held it in 10 quarters.
  • Rockbridge Investment Management's Nucor position peaked at $12K in Q4 2021.
  • 1,295 funds tracked by Wall St. Rank held Nucor as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.