Simplicity Wealth’s Nucor NUE Stock Holding History

Simplicity Wealth’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	-4,834	Closed	-$764K	–	974
2024 Q2	$764K	Sell	4,834 -356	-7%	-$61.9K	0.02%	612
2024 Q1	$1.03M	Buy	+5,190	New	+$948K	0.02%	507

Other funds holding NUE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Simplicity Wealth's NUE Position: Q3 2024 in Review

Simplicity Wealth sold out of Nucor (NUE) in Q3 2024, closing a stake of 4,834 shares — an estimated $764K sold.

Simplicity Wealth first reported a position in NUE in Q1 2024 and held it in 2 quarters. The position peaked at $1.03M in Q1 2024. 1,195 funds tracked by Wall St. Rank hold NUE as of Q3 2024.

Simplicity Wealth reported no remaining Nucor position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 4,834 Nucor shares in Q3 2024, an estimated $764K.
Simplicity Wealth first reported a position in Nucor in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's Nucor position peaked at $1.03M in Q1 2024.
1,195 funds tracked by Wall St. Rank held Nucor as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.