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UBP Investment Advisors’s Nucor NUE Stock Holding History

UBP Investment 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
2022
Q3 		$810K Sell
7,573
-3,666
-33% -$460K 0.42% 42
2022
Q2 		$1.17M Sell
11,239
-6,366
-36% -$862K 0.47% 31
2022
Q1 		$390K Buy
17,605
+4,227
+32% +$519K 0.15% 84
2021
Q4 		$1.53M Buy
13,378
+98
+0.7% +$10.7K 0.56% 34
2021
Q3 		$1.31M Sell
13,280
-3,473
-21% -$369K 0.51% 35
2021
Q2 		$1.61M Buy
+16,753
New +$1.57M 0.59% 36

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 $3.38T AUM 44.17% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBP Investment Advisors's NUE Position: Q3 2022 in Review

UBP Investment Advisors reduced its Nucor (NUE) stake by 33% in Q3 2022, selling an estimated $460K and leaving 7,573 shares worth $810K. The position accounts for 0.42% of the portfolio, ranked #42.

UBP Investment Advisors first reported a position in NUE in Q2 2021 and has held it in 6 quarters since. The position peaked at $1.61M in Q2 2021. 1,061 funds tracked by Wall St. Rank hold NUE as of Q3 2022.

  • UBP Investment Advisors held 7,573 shares of Nucor worth $810K as of Q3 2022.
  • UBP Investment Advisors sold 3,666 Nucor shares in Q3 2022, an estimated $460K.
  • Nucor made up 0.42% of UBP Investment Advisors's portfolio in Q3 2022, its #42 holding.
  • UBP Investment Advisors first reported a position in Nucor in Q2 2021 and has held it in 6 quarters since.
  • UBP Investment Advisors's Nucor position peaked at $1.61M in Q2 2021.
  • 1,061 funds tracked by Wall St. Rank held Nucor as of Q3 2022.

Based on UBP Investment Advisors's 13F filing for Q3 2022, filed 4 Oct 2022.