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Tradition Wealth Management’s Nucor NUE Stock Holding History

Tradition Wealth Management’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 		– Sell
-288
Closed -$50K – 912
2023
Q4 		$50K Sell
288
-1
-0.3% -$159 0.01% 627
2023
Q3 		$45K Buy
289
+1
+0.3% +$166 0.01% 633
2023
Q2 		$47K Buy
288
+36
+14% +$5.26K 0.01% 641
2023
Q1 		$39K Sell
252
-5
-2% -$795 ﹤0.01% 683
2022
Q4 		$34K Buy
257
+9
+4% +$1.22K ﹤0.01% 632
2022
Q3 		$27K Buy
248
+3
+1% +$376 ﹤0.01% 682
2022
Q2 		$26K Buy
245
+140
+133% +$18.9K ﹤0.01% 596
2022
Q1 		$16K Sell
105
-20
-16% -$2.45K ﹤0.01% 776
2021
Q4 		$14K Sell
125
-15
-11% -$1.64K ﹤0.01% 819
2021
Q3 		$14K Buy
+140
New +$14.9K ﹤0.01% 818

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 $146B AUM 55.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Tradition Wealth Management's NUE Position: Q1 2024 in Review

Tradition Wealth Management sold out of Nucor (NUE) in Q1 2024, closing a stake of 288 shares — an estimated $50K sold.

Tradition Wealth Management first reported a position in NUE in Q3 2021 and held it in 10 quarters. The position peaked at $50K in Q4 2023. 1,295 funds tracked by Wall St. Rank hold NUE as of Q1 2024.

  • Tradition Wealth Management reported no remaining Nucor position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 288 Nucor shares in Q1 2024, an estimated $50K.
  • Tradition Wealth Management first reported a position in Nucor in Q3 2021 and held it in 10 quarters.
  • Tradition Wealth Management's Nucor position peaked at $50K in Q4 2023.
  • 1,295 funds tracked by Wall St. Rank held Nucor as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.