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Spartan Planning & Wealth Management’s Nucor NUE Stock Holding History

Spartan Planning & Wealth Management’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
Q3 		– Sell
-100
Closed -$10K – 107
2022
Q2 		$10K Hold
100
– – 0.01% 71
2022
Q1 		$15K Buy
+100
New +$12.3K 0.02% 105

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Spartan Planning & Wealth Management's NUE Position: Q3 2022 in Review

Spartan Planning & Wealth Management sold out of Nucor (NUE) in Q3 2022, closing a stake of 100 shares — an estimated $10K sold.

Spartan Planning & Wealth Management first reported a position in NUE in Q1 2022 and held it in 2 quarters. The position peaked at $15K in Q1 2022. 1,060 funds tracked by Wall St. Rank hold NUE as of Q3 2022.

  • Spartan Planning & Wealth Management reported no remaining Nucor position as of Q3 2022 after selling out during the quarter.
  • Spartan Planning & Wealth Management sold 100 Nucor shares in Q3 2022, an estimated $10K.
  • Spartan Planning & Wealth Management first reported a position in Nucor in Q1 2022 and held it in 2 quarters.
  • Spartan Planning & Wealth Management's Nucor position peaked at $15K in Q1 2022.
  • 1,060 funds tracked by Wall St. Rank held Nucor as of Q3 2022.

Based on Spartan Planning & Wealth Management's 13F filing for Q3 2022, filed 1 Nov 2022.