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Sage Mountain Advisors’s Nucor NUE Stock Holding History

Sage Mountain Advisors’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
Q3 		– Sell
-1,286
Closed -$203K – 494
2024
Q2 		$203K Buy
1,286
+203
+19% +$35.3K 0.02% 333
2024
Q1 		$214K Sell
1,083
-110
-9% -$20.1K 0.02% 305
2023
Q4 		$208K Buy
+1,193
New +$189K 0.02% 260

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
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Sage Mountain Advisors's NUE Position: Q3 2024 in Review

Sage Mountain Advisors sold out of Nucor (NUE) in Q3 2024, closing a stake of 1,286 shares — an estimated $203K sold.

Sage Mountain Advisors first reported a position in NUE in Q4 2023 and held it in 3 quarters. The position peaked at $214K in Q1 2024. 1,196 funds tracked by Wall St. Rank hold NUE as of Q3 2024.

  • Sage Mountain Advisors reported no remaining Nucor position as of Q3 2024 after selling out during the quarter.
  • Sage Mountain Advisors sold 1,286 Nucor shares in Q3 2024, an estimated $203K.
  • Sage Mountain Advisors first reported a position in Nucor in Q4 2023 and held it in 3 quarters.
  • Sage Mountain Advisors's Nucor position peaked at $214K in Q1 2024.
  • 1,196 funds tracked by Wall St. Rank held Nucor as of Q3 2024.

Based on Sage Mountain Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.