Surevest’s Nucor NUE Stock Holding History

Surevest’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	-145	Closed	-$15K	–	563
2022 Q2	$15K	Buy	+145	New	+$19.6K	﹤0.01%	285

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Surevest's NUE Position: Q3 2022 in Review

Surevest sold out of Nucor (NUE) in Q3 2022, closing a stake of 145 shares — an estimated $15K sold.

Surevest first reported a position in NUE in Q2 2022 and held it in 1 quarter. The position peaked at $15K in Q2 2022. 1,060 funds tracked by Wall St. Rank hold NUE as of Q3 2022.

Surevest reported no remaining Nucor position as of Q3 2022 after selling out during the quarter.
Surevest sold 145 Nucor shares in Q3 2022, an estimated $15K.
Surevest first reported a position in Nucor in Q2 2022 and held it in 1 quarter.
Surevest's Nucor position peaked at $15K in Q2 2022.
1,060 funds tracked by Wall St. Rank held Nucor as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.