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Syntax Advisors’s Nucor NUE Stock Holding History

Syntax Advisors’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
2023
Q3 		$234K Sell
1,499
-180
-11% -$29.8K 0.21% 126
2023
Q2 		$275K Buy
1,679
+76
+5% +$11.1K 0.22% 91
2023
Q1 		$248K Sell
1,603
-707
-31% -$112K 0.19% 159
2022
Q4 		$304K Sell
2,310
-222
-9% -$30.2K 0.25% 88
2022
Q3 		$271K Sell
2,532
-298
-11% -$37.4K 0.23% 92
2022
Q2 		$295K Buy
2,830
+424
+18% +$57.4K 0.25% 82
2022
Q1 		$358K Sell
2,406
-847
-26% -$104K 0.3% 58
2021
Q4 		$371K Buy
+3,253
New +$356K 0.27% 77

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

Syntax Advisors's NUE Position: Q3 2023 in Review

Syntax Advisors reduced its Nucor (NUE) stake by 11% in Q3 2023, selling an estimated $29.8K and leaving 1,499 shares worth $234K. The position accounts for 0.21% of the portfolio, ranked #126.

Syntax Advisors first reported a position in NUE in Q4 2021 and has held it in 8 quarters since. The position peaked at $371K in Q4 2021. 1,161 funds tracked by Wall St. Rank hold NUE as of Q3 2023.

  • Syntax Advisors held 1,499 shares of Nucor worth $234K as of Q3 2023.
  • Syntax Advisors sold 180 Nucor shares in Q3 2023, an estimated $29.8K.
  • Nucor made up 0.21% of Syntax Advisors's portfolio in Q3 2023, its #126 holding.
  • Syntax Advisors first reported a position in Nucor in Q4 2021 and has held it in 8 quarters since.
  • Syntax Advisors's Nucor position peaked at $371K in Q4 2021.
  • 1,161 funds tracked by Wall St. Rank held Nucor as of Q3 2023.

Based on Syntax Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.