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Wilbanks Smith & Thomas Asset Management’s Nucor NUE Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
Q1 		$491K Buy
2,479
+24
+1% +$4.39K 0.01% 348
2023
Q4 		$427K Sell
2,455
-50
-2% -$7.93K 0.01% 360
2023
Q3 		$392K Hold
2,505
– – 0.01% 354
2023
Q2 		$411K Sell
2,505
-40
-2% -$5.84K 0.01% 356
2023
Q1 		$393K Hold
2,545
– – 0.01% 351
2022
Q4 		$335K Buy
+2,545
New +$346K 0.01% 375
2022
Q2 		– Sell
-1,358
Closed -$207K – 505
2022
Q1 		$207K Buy
+1,358
New +$167K 0.01% 476
2018
Q4 		– Sell
-1,894
Closed -$120K – 990
2018
Q3 		$120K Buy
+1,894
New +$121K 0.01% 500
2016
Q3 		– Sell
-6,554
Closed -$324K – 302
2016
Q2 		$324K Sell
6,554
-226
-3% -$11K 0.03% 210
2016
Q1 		$321K Sell
6,780
-150
-2% -$6.1K 0.04% 212
2015
Q4 		$279K Sell
6,930
-590
-8% -$24.2K 0.03% 212
2015
Q3 		$282K Sell
7,520
-550
-7% -$23.6K 0.04% 205
2015
Q2 		$356K Sell
8,070
-1,755
-18% -$84.2K 0.03% 215
2015
Q1 		$467K Sell
9,825
-1,095
-10% -$51.1K 0.05% 173
2014
Q4 		$536K Sell
10,920
-1,385
-11% -$72.1K 0.05% 167
2014
Q3 		$668K Buy
12,305
+3,817
+45% +$201K 0.07% 136
2014
Q2 		$418K Buy
+8,488
New +$436K 0.04% 184

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's NUE Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management increased its Nucor (NUE) stake by 0.98% in Q1 2024, buying an estimated $4.39K and bringing the position to 2,479 shares worth $491K. The position accounts for 0.01% of the portfolio, ranked #348.

Wilbanks Smith & Thomas Asset Management first reported a position in NUE in Q2 2014 and has held it in 17 quarters since. The position peaked at $668K in Q3 2014. 1,295 funds tracked by Wall St. Rank hold NUE as of Q1 2024.

  • Wilbanks Smith & Thomas Asset Management held 2,479 shares of Nucor worth $491K as of Q1 2024.
  • Wilbanks Smith & Thomas Asset Management bought 24 Nucor shares in Q1 2024, an estimated $4.39K.
  • Nucor made up 0.01% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #348 holding.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Nucor in Q2 2014 and has held it in 17 quarters since.
  • Wilbanks Smith & Thomas Asset Management's Nucor position peaked at $668K in Q3 2014.
  • 1,295 funds tracked by Wall St. Rank held Nucor as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.