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Wambolt & Associates’s Nucor NUE Stock Holding History

Wambolt & 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
2024
Q4 		– Sell
-1,522
Closed -$232K – 196
2024
Q3 		$232K Hold
1,522
– – 0.06% 182
2024
Q2 		$239K Hold
1,522
– – 0.07% 187
2024
Q1 		$304K Hold
1,522
– – 0.09% 184
2023
Q4 		$265K Hold
1,522
– – 0.09% 212
2023
Q3 		$236K Sell
1,522
-59
-4% -$9.77K 0.09% 218
2023
Q2 		$259K Buy
1,581
+81
+5% +$11.8K 0.09% 216
2023
Q1 		$232K Buy
+1,500
New +$239K 0.08% 236
2022
Q2 		– Sell
-1,580
Closed -$236K – 245
2022
Q1 		$236K Buy
+1,580
New +$194K 0.09% 223

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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wambolt & Associates's NUE Position: Q4 2024 in Review

Wambolt & Associates sold out of Nucor (NUE) in Q4 2024, closing a stake of 1,522 shares — an estimated $232K sold.

Wambolt & Associates first reported a position in NUE in Q1 2022 and held it in 8 quarters. The position peaked at $304K in Q1 2024. 1,179 funds tracked by Wall St. Rank hold NUE as of Q4 2024.

  • Wambolt & Associates reported no remaining Nucor position as of Q4 2024 after selling out during the quarter.
  • Wambolt & Associates sold 1,522 Nucor shares in Q4 2024, an estimated $232K.
  • Wambolt & Associates first reported a position in Nucor in Q1 2022 and held it in 8 quarters.
  • Wambolt & Associates's Nucor position peaked at $304K in Q1 2024.
  • 1,179 funds tracked by Wall St. Rank held Nucor as of Q4 2024.

Based on Wambolt & Associates's 13F filing for Q4 2024, filed 12 Feb 2025.