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Simplicity Solutions’s Nucor NUE Stock Holding History

Simplicity Solutions’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
2023
Q4 		$873K Buy
5,015
+214
+4% +$33.9K 0.02% 481
2023
Q3 		$751K Sell
4,801
-450
-9% -$74.5K 0.02% 489
2023
Q2 		$861K Sell
5,251
-1,614
-24% -$236K 0.02% 497
2023
Q1 		$1.06M Buy
6,865
+3,122
+83% +$497K 0.03% 468
2022
Q4 		$493K Buy
3,743
+280
+8% +$38.1K 0.07% 344
2022
Q3 		$370K Buy
3,463
+272
+9% +$34.1K 0.05% 393
2022
Q2 		$333K Buy
3,191
+8
+0.3% +$1.08K 0.04% 407
2022
Q1 		$473K Sell
3,183
-3,189
-50% -$391K 0.06% 315
2021
Q4 		$728K Buy
6,372
+3,056
+92% +$334K 0.08% 294
2021
Q3 		$327K Buy
3,316
+139
+4% +$14.8K 0.05% 397
2021
Q2 		$305K Buy
3,177
+215
+7% +$20.1K 0.06% 371
2021
Q1 		$238K Sell
2,962
-2,683
-48% -$163K 0.05% 425
2020
Q4 		$300K Buy
5,645
+22
+0.4% +$1.14K ﹤0.01% 782
2020
Q3 		$252K Buy
+5,623
New +$249K ﹤0.01% 758
2019
Q2 		– Sell
-7,717
Closed -$450K – 800
2019
Q1 		$450K Buy
7,717
+2,104
+37% +$123K 0.03% 430
2018
Q4 		$290K Buy
+5,613
New +$332K 0.04% 456
2018
Q3 		– Sell
-12,460
Closed -$779K – 602
2018
Q2 		$779K Sell
12,460
-3,504
-22% -$224K 0.06% 187
2018
Q1 		$975K Sell
15,964
-622
-4% -$41.2K 0.08% 136
2017
Q4 		$1.05M Buy
+16,586
New +$970K 0.1% 126
2017
Q1 		– Sell
-4,734
Closed -$282K – 407
2016
Q4 		$282K Sell
4,734
-5,736
-55% -$321K 0.07% 267
2016
Q3 		$518K Sell
10,470
-6,582
-39% -$335K 0.25% 96
2016
Q2 		$843K Buy
17,052
+1,536
+10% +$74.9K 0.45% 52
2016
Q1 		$734K Buy
+15,516
New +$631K 0.45% 59

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 $5.72T 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Simplicity Solutions's NUE Position: Q4 2023 in Review

Simplicity Solutions increased its Nucor (NUE) stake by 4.5% in Q4 2023, buying an estimated $33.9K and bringing the position to 5,015 shares worth $873K. The position accounts for 0.02% of the portfolio, ranked #481.

Simplicity Solutions first reported a position in NUE in Q1 2016 and has held it in 23 quarters since. The position peaked at $1.06M in Q1 2023. 1,249 funds tracked by Wall St. Rank hold NUE as of Q4 2023.

  • Simplicity Solutions held 5,015 shares of Nucor worth $873K as of Q4 2023.
  • Simplicity Solutions bought 214 Nucor shares in Q4 2023, an estimated $33.9K.
  • Nucor made up 0.02% of Simplicity Solutions's portfolio in Q4 2023, its #481 holding.
  • Simplicity Solutions first reported a position in Nucor in Q1 2016 and has held it in 23 quarters since.
  • Simplicity Solutions's Nucor position peaked at $1.06M in Q1 2023.
  • 1,249 funds tracked by Wall St. Rank held Nucor as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.