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Unique Wealth Strategies’s Nucor NUE Stock Holding History

Unique Wealth Strategies’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
-2,652
Closed -$525K – 519
2024
Q2 		$525K Hold
2,652
– – 0.25% 111
2024
Q1 		$525K Sell
2,652
-1,626
-38% -$297K 0.26% 111
2023
Q4 		$745K Buy
+4,278
New +$678K 0.5% 72

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

Unique Wealth Strategies's NUE Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Nucor (NUE) in Q3 2024, closing a stake of 2,652 shares — an estimated $525K sold.

Unique Wealth Strategies first reported a position in NUE in Q4 2023 and held it in 3 quarters. The position peaked at $745K in Q4 2023. 1,195 funds tracked by Wall St. Rank hold NUE as of Q3 2024.

  • Unique Wealth Strategies reported no remaining Nucor position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 2,652 Nucor shares in Q3 2024, an estimated $525K.
  • Unique Wealth Strategies first reported a position in Nucor in Q4 2023 and held it in 3 quarters.
  • Unique Wealth Strategies's Nucor position peaked at $745K in Q4 2023.
  • 1,195 funds tracked by Wall St. Rank held Nucor as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.