Sugarloaf Wealth Management’s Nucor NUE Stock Holding History

Sugarloaf 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
2024 Q4	$3.03K	Hold	26	–	–	﹤0.01%	612
2024 Q3	$3.91K	Hold	26	–	–	﹤0.01%	586
2024 Q2	$4.11K	Hold	26	–	–	﹤0.01%	545
2024 Q1	$5.14K	Hold	26	–	–	﹤0.01%	539
2023 Q4	$4.53K	Hold	26	–	–	﹤0.01%	554
2023 Q3	$4.07K	Hold	26	–	–	﹤0.01%	552
2023 Q2	$4.26K	Hold	26	–	–	﹤0.01%	558
2023 Q1	$4.02K	Hold	26	–	–	﹤0.01%	565
2022 Q4	$3.43K	Hold	26	–	–	﹤0.01%	622
2022 Q3	$3K	Hold	26	–	–	﹤0.01%	676
2022 Q2	$3K	Hold	26	–	–	﹤0.01%	665
2022 Q1	$4K	Hold	26	–	–	﹤0.01%	594
2021 Q4	$3K	Hold	26	–	–	﹤0.01%	643
2021 Q3	$3K	Hold	26	–	–	﹤0.01%	659
2021 Q2	$2K	Hold	26	–	–	﹤0.01%	685
2021 Q1	$2	Hold	26	–	–	﹤0.01%	684
2020 Q4	$1K	Hold	26	–	–	﹤0.01%	687
2020 Q3	$1K	Hold	26	–	–	﹤0.01%	646
2020 Q2	$1K	Hold	26	–	–	﹤0.01%	646
2020 Q1	$1K	Hold	26	–	–	﹤0.01%	658
2019 Q4	$1K	Buy	+26	New	+$1.42K	﹤0.01%	676

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

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

Norges Bank Oslo, Norway $935B AUM

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Sugarloaf Wealth Management's NUE Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Nucor (NUE) position steady in Q4 2024 at 26 shares worth $3.03K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

Sugarloaf Wealth Management first reported a position in NUE in Q4 2019 and has held it in 21 quarters since. The position peaked at $5.14K in Q1 2024. 1,178 funds tracked by Wall St. Rank hold NUE as of Q4 2024.

Sugarloaf Wealth Management held 26 shares of Nucor worth $3.03K as of Q4 2024.
Sugarloaf Wealth Management left its Nucor share count unchanged in Q4 2024.
Nucor made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #612 holding.
Sugarloaf Wealth Management first reported a position in Nucor in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Nucor position peaked at $5.14K in Q1 2024.
1,178 funds tracked by Wall St. Rank held Nucor as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.