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SWS Partners’s Nucor NUE Stock Holding History

SWS Partners’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
Q3 		– Sell
-553
Closed -$87.5K – 228
2024
Q2 		$87.5K Buy
+553
New +$96.1K 0.03% 134
2018
Q4 		$1.38M Sell
26,542
-4,574
-15% -$270K 1.04% 46
2018
Q3 		$244K Buy
31,116
+253
+0.8% +$16.2K 0.15% 94
2018
Q2 		$1.93M Buy
30,863
+5,009
+19% +$320K 1.36% 32
2018
Q1 		$1.55M Sell
25,854
-2,001
-7% -$133K 1.14% 36
2017
Q4 		$1.77M Buy
+27,855
New +$1.63M 1.33% 26

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

SWS Partners's NUE Position: Q3 2024 in Review

SWS Partners sold out of Nucor (NUE) in Q3 2024, closing a stake of 553 shares — an estimated $87.5K sold.

SWS Partners first reported a position in NUE in Q4 2017 and held it in 6 quarters. The position peaked at $1.93M in Q2 2018. 1,195 funds tracked by Wall St. Rank hold NUE as of Q3 2024.

  • SWS Partners reported no remaining Nucor position as of Q3 2024 after selling out during the quarter.
  • SWS Partners sold 553 Nucor shares in Q3 2024, an estimated $87.5K.
  • SWS Partners first reported a position in Nucor in Q4 2017 and held it in 6 quarters.
  • SWS Partners's Nucor position peaked at $1.93M in Q2 2018.
  • 1,195 funds tracked by Wall St. Rank held Nucor as of Q3 2024.

Based on SWS Partners's 13F filing for Q3 2024, filed 15 Oct 2024.