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Wharton Business Group’s Nucor NUE Stock Holding History

Wharton Business Group’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
2014
Q1 		– Sell
-40,600
Closed -$2.17M – 155
2013
Q4 		$2.17M Sell
40,600
-2,299
-5% -$119K 0.18% 85
2013
Q3 		$2.1M Sell
42,899
-1,665
-4% -$78K 0.18% 83
2013
Q2 		$1.93M Buy
+44,564
New +$1.98M 0.17% 85

Other funds holding NUE

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wharton Business Group's NUE Position: Q1 2014 in Review

Wharton Business Group sold out of Nucor (NUE) in Q1 2014, closing a stake of 40,600 shares — an estimated $2.17M sold.

Wharton Business Group first reported a position in NUE in Q2 2013 and held it in 3 quarters. The position peaked at $2.17M in Q4 2013. 577 funds tracked by Wall St. Rank hold NUE as of Q1 2014.

  • Wharton Business Group reported no remaining Nucor position as of Q1 2014 after selling out during the quarter.
  • Wharton Business Group sold 40,600 Nucor shares in Q1 2014, an estimated $2.17M.
  • Wharton Business Group first reported a position in Nucor in Q2 2013 and held it in 3 quarters.
  • Wharton Business Group's Nucor position peaked at $2.17M in Q4 2013.
  • 577 funds tracked by Wall St. Rank held Nucor as of Q1 2014.

Based on Wharton Business Group's 13F filing for Q1 2014, filed 15 May 2014.