WPW
NUE icon

Warther Private Wealth’s Nucor NUE Stock Holding History

Warther Private Wealth’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
Q4 		– Sell
-2,331
Closed -$364K – 57
2023
Q3 		$364K Sell
2,331
-557
-19% -$92.2K 0.24% 50
2023
Q2 		$474K Sell
2,888
-873
-23% -$127K 0.32% 49
2023
Q1 		$581K Sell
3,761
-6,854
-65% -$1.09M 0.44% 43
2022
Q4 		$1.4M Sell
10,615
-143
-1% -$19.4K 1.05% 31
2022
Q3 		$1.15M Sell
10,758
-123
-1% -$15.4K 0.91% 34
2022
Q2 		$1.15M Buy
10,881
+359
+3% +$48.6K 0.84% 41
2022
Q1 		$1.57M Buy
10,522
+337
+3% +$41.3K 1.02% 26
2021
Q4 		$1.15M Buy
10,185
+2,641
+35% +$289K 0.85% 29
2021
Q3 		$737K Buy
7,544
+3,007
+66% +$320K 0.66% 42
2021
Q2 		$439K Buy
+4,537
New +$424K 0.43% 64

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
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Warther Private Wealth's NUE Position: Q4 2023 in Review

Warther Private Wealth sold out of Nucor (NUE) in Q4 2023, closing a stake of 2,331 shares — an estimated $364K sold.

Warther Private Wealth first reported a position in NUE in Q2 2021 and held it in 10 quarters. The position peaked at $1.57M in Q1 2022. 1,249 funds tracked by Wall St. Rank hold NUE as of Q4 2023.

  • Warther Private Wealth reported no remaining Nucor position as of Q4 2023 after selling out during the quarter.
  • Warther Private Wealth sold 2,331 Nucor shares in Q4 2023, an estimated $364K.
  • Warther Private Wealth first reported a position in Nucor in Q2 2021 and held it in 10 quarters.
  • Warther Private Wealth's Nucor position peaked at $1.57M in Q1 2022.
  • 1,249 funds tracked by Wall St. Rank held Nucor as of Q4 2023.

Based on Warther Private Wealth's 13F filing for Q4 2023, filed 7 Feb 2024.