Wealth Enhancement & Preservation of GA’s Nucor NUE Stock Holding History

Wealth Enhancement & Preservation of GA’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 Q2	$1.2M	Buy	7,346 +28	+0.4%	+$4.09K	1.16%	11
2023 Q1	$1.13M	Sell	7,318 -2,968	-29%	-$472K	1.35%	14
2022 Q4	$1.36M	Sell	10,286 -2,011	-16%	-$273K	2.21%	13
2022 Q3	$1.32M	Buy	12,297 +41	+0.3%	+$5.14K	2.11%	12
2022 Q2	$1.28M	Sell	12,256 -948	-7%	-$128K	1.35%	17
2022 Q1	$1.96M	Sell	13,204 -1,938	-13%	-$238K	1.51%	15
2021 Q4	$1.73M	Sell	15,142 -17,288	-53%	-$1.89M	1.17%	17
2021 Q3	$3.19M	Sell	32,430 -10,647	-25%	-$1.13M	2.46%	10
2021 Q2	$4.13M	Buy	43,077 +16,377	+61%	+$1.53M	3.04%	10
2021 Q1	$2.09M	Sell	26,700 -3,000	-10%	-$182K	1.61%	20
2020 Q4	$1.58M	Hold	29,700	–	–	1.36%	18
2020 Q3	$1.33M	Buy	29,700 +17,700	+148%	+$784K	1.37%	15
2020 Q2	$497K	Sell	12,000 -12,000	-50%	-$485K	0.62%	33
2020 Q1	$864K	Hold	24,000	–	–	0.82%	11
2019 Q4	$1.35M	Buy	+24,000	New	+$1.31M	0.69%	33

Other funds holding NUE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wealth Enhancement & Preservation of GA's NUE Position: Q2 2023 in Review

Wealth Enhancement & Preservation of GA increased its Nucor (NUE) stake by 0.38% in Q2 2023, buying an estimated $4.09K and bringing the position to 7,346 shares worth $1.2M. The position accounts for 1.16% of the portfolio, ranked #11.

Wealth Enhancement & Preservation of GA first reported a position in NUE in Q4 2019 and has held it in 15 quarters since. The position peaked at $4.13M in Q2 2021. 1,182 funds tracked by Wall St. Rank hold NUE as of Q2 2023.

Wealth Enhancement & Preservation of GA held 7,346 shares of Nucor worth $1.2M as of Q2 2023.
Wealth Enhancement & Preservation of GA bought 28 Nucor shares in Q2 2023, an estimated $4.09K.
Nucor made up 1.16% of Wealth Enhancement & Preservation of GA's portfolio in Q2 2023, its #11 holding.
Wealth Enhancement & Preservation of GA first reported a position in Nucor in Q4 2019 and has held it in 15 quarters since.
Wealth Enhancement & Preservation of GA's Nucor position peaked at $4.13M in Q2 2021.
1,182 funds tracked by Wall St. Rank held Nucor as of Q2 2023.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q2 2023, filed 18 Jul 2023.