SimplyRich’s Nucor NUE Stock Holding History

SimplyRich’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
2020 Q1	–	Sell	-4,800	Closed	-$269K	–	140
2019 Q4	$269K	Hold	4,800	–	–	0.14%	135
2019 Q3	$240K	Hold	4,800	–	–	0.13%	136
2019 Q2	$264K	Buy	+4,800	New	+$264K	0.15%	132
2018 Q4	–	Sell	-4,800	Closed	-$305K	–	122
2018 Q3	$305K	Hold	4,800	–	–	0.17%	135
2018 Q2	$300K	Hold	4,800	–	–	0.17%	136
2018 Q1	$293K	Hold	4,800	–	–	0.16%	143
2017 Q4	$305K	Buy	+4,800	New	+$281K	0.17%	137

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

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

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

SimplyRich's NUE Position: Q1 2020 in Review

SimplyRich sold out of Nucor (NUE) in Q1 2020, closing a stake of 4,800 shares — an estimated $269K sold.

SimplyRich first reported a position in NUE in Q4 2017 and held it in 7 quarters. The position peaked at $305K in Q3 2018. 667 funds tracked by Wall St. Rank hold NUE as of Q1 2020.

SimplyRich reported no remaining Nucor position as of Q1 2020 after selling out during the quarter.
SimplyRich sold 4,800 Nucor shares in Q1 2020, an estimated $269K.
SimplyRich first reported a position in Nucor in Q4 2017 and held it in 7 quarters.
SimplyRich's Nucor position peaked at $305K in Q3 2018.
667 funds tracked by Wall St. Rank held Nucor as of Q1 2020.

Based on SimplyRich's 13F filing for Q1 2020, filed 6 May 2020.