Roosevelt Investment Group’s Nucor NUE Stock Holding History

Roosevelt Investment 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
2022 Q1	–	Sell	-1,779	Closed	-$203K	–	306
2021 Q4	$203K	Buy	+1,779	New	+$195K	0.01%	267

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Roosevelt Investment Group's NUE Position: Q1 2022 in Review

Roosevelt Investment Group sold out of Nucor (NUE) in Q1 2022, closing a stake of 1,779 shares — an estimated $203K sold.

Roosevelt Investment Group first reported a position in NUE in Q4 2021 and held it in 1 quarter. The position peaked at $203K in Q4 2021. 1,104 funds tracked by Wall St. Rank hold NUE as of Q1 2022.

Roosevelt Investment Group reported no remaining Nucor position as of Q1 2022 after selling out during the quarter.
Roosevelt Investment Group sold 1,779 Nucor shares in Q1 2022, an estimated $203K.
Roosevelt Investment Group first reported a position in Nucor in Q4 2021 and held it in 1 quarter.
Roosevelt Investment Group's Nucor position peaked at $203K in Q4 2021.
1,104 funds tracked by Wall St. Rank held Nucor as of Q1 2022.

Based on Roosevelt Investment Group's 13F filing for Q1 2022, filed 2 May 2022.