SkyOak Wealth’s Nucor NUE Stock Holding History

SkyOak 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
2022 Q2	–	Sell	-1,500	Closed	-$223K	–	243
2022 Q1	$223K	Buy	+1,500	New	+$184K	0.06%	208
2020 Q1	–	Sell	-13,041	Closed	-$734K	–	266
2019 Q4	$734K	Buy	+13,041	New	+$711K	0.23%	101

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

SkyOak Wealth's NUE Position: Q2 2022 in Review

SkyOak Wealth sold out of Nucor (NUE) in Q2 2022, closing a stake of 1,500 shares — an estimated $223K sold.

SkyOak Wealth first reported a position in NUE in Q4 2019 and held it in 2 quarters. The position peaked at $734K in Q4 2019. 1,071 funds tracked by Wall St. Rank hold NUE as of Q2 2022.

SkyOak Wealth reported no remaining Nucor position as of Q2 2022 after selling out during the quarter.
SkyOak Wealth sold 1,500 Nucor shares in Q2 2022, an estimated $223K.
SkyOak Wealth first reported a position in Nucor in Q4 2019 and held it in 2 quarters.
SkyOak Wealth's Nucor position peaked at $734K in Q4 2019.
1,071 funds tracked by Wall St. Rank held Nucor as of Q2 2022.

Based on SkyOak Wealth's 13F filing for Q2 2022, filed 26 Jul 2022.