Summit Financial Group’s Nucor NUE Stock Holding History

Summit Financial Group’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 Q1	$237K	Hold	1,200	–	–	0.08%	176
2023 Q4	$209K	Buy	+1,200	New	+$190K	0.08%	181

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

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

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

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

Summit Financial Group's NUE Position: Q1 2024 in Review

Summit Financial Group held its Nucor (NUE) position steady in Q1 2024 at 1,200 shares worth $237K. The position accounts for 0.08% of the portfolio, ranked #176.

Summit Financial Group first reported a position in NUE in Q4 2023 and has held it in 2 quarters since. 1,295 funds tracked by Wall St. Rank hold NUE as of Q1 2024.

Summit Financial Group held 1,200 shares of Nucor worth $237K as of Q1 2024.
Summit Financial Group left its Nucor share count unchanged in Q1 2024.
Nucor made up 0.08% of Summit Financial Group's portfolio in Q1 2024, its #176 holding.
Summit Financial Group first reported a position in Nucor in Q4 2023 and has held it in 2 quarters since.
1,295 funds tracked by Wall St. Rank held Nucor as of Q1 2024.

Based on Summit Financial Group's 13F filing for Q1 2024, filed 5 Apr 2024.