Townsend & Associates’s Nucor NUE Stock Holding History

Townsend & Associates’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 Q1	–	Sell	-1,313	Closed	-$220K	–	121
2022 Q4	$220K	Sell	1,313 -645	-33%	-$87.7K	0.11%	106
2022 Q3	$263K	Buy	+1,958	New	+$246K	0.12%	72
2022 Q2	–	Sell	-1,793	Closed	-$270K	–	86
2022 Q1	$270K	Buy	+1,793	New	+$220K	0.12%	72
2021 Q3	–	Sell	-2,794	Closed	-$273K	–	72
2021 Q2	$273K	Buy	2,794 +11	+0.4%	+$1.03K	0.16%	66
2021 Q1	$223K	Buy	+2,783	New	+$169K	0.14%	67
2018 Q4	–	Sell	-2,269	Closed	-$144K	–	121
2018 Q3	$144K	Buy	2,269 +362	+19%	+$23.2K	0.14%	89
2018 Q2	$119K	Sell	1,907 -31	-2%	-$1.98K	0.13%	88
2018 Q1	$118K	Buy	1,938 +139	+8%	+$9.21K	0.09%	83
2017 Q4	$114K	Buy	+1,799	New	+$105K	0.1%	89

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Townsend & Associates's NUE Position: Q1 2023 in Review

Townsend & Associates sold out of Nucor (NUE) in Q1 2023, closing a stake of 1,313 shares — an estimated $220K sold.

Townsend & Associates first reported a position in NUE in Q4 2017 and held it in 9 quarters. The position peaked at $273K in Q2 2021. 1,189 funds tracked by Wall St. Rank hold NUE as of Q1 2023.

Townsend & Associates reported no remaining Nucor position as of Q1 2023 after selling out during the quarter.
Townsend & Associates sold 1,313 Nucor shares in Q1 2023, an estimated $220K.
Townsend & Associates first reported a position in Nucor in Q4 2017 and held it in 9 quarters.
Townsend & Associates's Nucor position peaked at $273K in Q2 2021.
1,189 funds tracked by Wall St. Rank held Nucor as of Q1 2023.

Based on Townsend & Associates's 13F filing for Q1 2023, filed 15 May 2023.